Carson Wealth (CWM LLC)’s Shoals Technologies Group SHLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
39,206
+16,545
| +73% | +$70.5K | ﹤0.01% | 2330 |
|
|
2025
Q1 | $75K | Buy |
22,661
+20,505
| +951% | +$67.9K | ﹤0.01% | 2664 |
|
|
2024
Q4 | $12K | Buy |
2,156
+766
| +55% | +$4.26K | ﹤0.01% | 3773 |
|
|
2024
Q3 | $8K | Sell |
1,390
-14,378
| -91% | -$82.8K | ﹤0.01% | 3902 |
|
|
2024
Q2 | $98K | Buy |
15,768
+14,592
| +1,241% | +$90.7K | ﹤0.01% | 1989 |
|
|
2024
Q1 | $13K | Buy |
1,176
+45
| +4% | +$497 | ﹤0.01% | 3196 |
|
|
2023
Q4 | $18K | Buy |
1,131
+32
| +3% | +$509 | ﹤0.01% | 2850 |
|
|
2023
Q3 | $20K | Buy |
1,099
+90
| +9% | +$1.64K | ﹤0.01% | 2693 |
|
|
2023
Q2 | $26K | Sell |
1,009
-7
| -0.7% | -$180 | ﹤0.01% | 2458 |
|
|
2023
Q1 | $23K | Sell |
1,016
-184
| -15% | -$4.17K | ﹤0.01% | 2409 |
|
|
2022
Q4 | $30K | Buy |
1,200
+37
| +3% | +$925 | ﹤0.01% | 2087 |
|
|
2022
Q3 | $25K | Hold |
1,163
| – | – | ﹤0.01% | 2091 |
|
|
2022
Q2 | $19K | Buy |
1,163
+289
| +33% | +$4.72K | ﹤0.01% | 2154 |
|
|
2022
Q1 | $15K | Buy |
874
+870
| +21,750% | +$14.9K | ﹤0.01% | 2260 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3613 |
|