ClearBridge Investments’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
Q1 | – | Sell |
-1,857,658
| Closed | -$10.3M | – | 735 |
|
|
2024
Q4 | $10.3M | Sell |
1,857,658
-365,917
| -16% | -$2.02M | 0.01% | 531 |
|
|
2024
Q3 | $12.5M | Sell |
2,223,575
-1,931,322
| -46% | -$10.8M | 0.01% | 508 |
|
|
2024
Q2 | $25.9M | Sell |
4,154,897
-4,773,169
| -53% | -$29.8M | 0.02% | 417 |
|
|
2024
Q1 | $99.8M | Sell |
8,928,066
-48,918
| -0.5% | -$547K | 0.08% | 249 |
|
|
2023
Q4 | $140M | Buy |
8,976,984
+233,377
| +3% | +$3.63M | 0.12% | 187 |
|
|
2023
Q3 | $160M | Buy |
8,743,607
+222,249
| +3% | +$4.06M | 0.15% | 154 |
|
|
2023
Q2 | $218M | Buy |
8,521,358
+1,037,494
| +14% | +$26.5M | 0.2% | 124 |
|
|
2023
Q1 | $171M | Buy |
7,483,864
+1,088,747
| +17% | +$24.8M | 0.16% | 142 |
|
|
2022
Q4 | $158M | Buy |
6,395,117
+165,347
| +3% | +$4.08M | 0.16% | 145 |
|
|
2022
Q3 | $134M | Buy |
6,229,770
+1,089,530
| +21% | +$23.5M | 0.14% | 157 |
|
|
2022
Q2 | $84.7M | Sell |
5,140,240
-114,585
| -2% | -$1.89M | 0.08% | 236 |
|
|
2022
Q1 | $89.5M | Sell |
5,254,825
-523,536
| -9% | -$8.92M | 0.07% | 263 |
|
|
2021
Q4 | $140M | Buy |
5,778,361
+313,177
| +6% | +$7.61M | 0.1% | 196 |
|
|
2021
Q3 | $152M | Sell |
5,465,184
-770,573
| -12% | -$21.5M | 0.11% | 178 |
|
|
2021
Q2 | $221M | Buy |
+6,235,757
| New | +$221M | 0.15% | 147 |
|