Charles Schwab’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 | $5.86M | Buy |
1,378,027
+32,299
| +2% | +$137K | ﹤0.01% | 2267 |
|
|
2025
Q1 | $4.47M | Buy |
1,345,728
+125,941
| +10% | +$418K | ﹤0.01% | 2315 |
|
|
2024
Q4 | $6.75M | Sell |
1,219,787
-172,023
| -12% | -$951K | ﹤0.01% | 2195 |
|
|
2024
Q3 | $7.81M | Sell |
1,391,810
-13,457
| -1% | -$75.5K | ﹤0.01% | 2161 |
|
|
2024
Q2 | $8.77M | Buy |
1,405,267
+18,011
| +1% | +$112K | ﹤0.01% | 2109 |
|
|
2024
Q1 | $15.5M | Buy |
1,387,256
+22,199
| +2% | +$248K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $21.2M | Buy |
1,365,057
+20,727
| +2% | +$322K | 0.01% | 1569 |
|
|
2023
Q3 | $24.5M | Buy |
1,344,330
+42,706
| +3% | +$779K | 0.01% | 1369 |
|
|
2023
Q2 | $33.3M | Buy |
1,301,624
+75,472
| +6% | +$1.93M | 0.01% | 1153 |
|
|
2023
Q1 | $27.9M | Buy |
1,226,152
+213,450
| +21% | +$4.86M | 0.01% | 1214 |
|
|
2022
Q4 | $25M | Buy |
1,012,702
+231,376
| +30% | +$5.71M | 0.01% | 1277 |
|
|
2022
Q3 | $16.8M | Sell |
781,326
-14,254
| -2% | -$307K | 0.01% | 1500 |
|
|
2022
Q2 | $13.1M | Buy |
795,580
+260,921
| +49% | +$4.3M | ﹤0.01% | 1688 |
|
|
2022
Q1 | $9.11M | Buy |
534,659
+14,904
| +3% | +$254K | ﹤0.01% | 2005 |
|
|
2021
Q4 | $12.6M | Buy |
519,755
+18,515
| +4% | +$450K | ﹤0.01% | 1878 |
|
|
2021
Q3 | $14M | Buy |
501,240
+115,110
| +30% | +$3.21M | ﹤0.01% | 1821 |
|
|
2021
Q2 | $13.7M | Buy |
386,130
+8,680
| +2% | +$308K | ﹤0.01% | 1836 |
|
|
2021
Q1 | $13.1M | Buy |
+377,450
| New | +$13.1M | ﹤0.01% | 1798 |
|