Dimensional Fund Advisors’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 | $7.98M | Buy |
1,878,415
+1,195,750
| +175% | +$5.08M | ﹤0.01% | 2355 |
|
|
2025
Q1 | $2.27M | Buy |
682,665
+27,912
| +4% | +$92.7K | ﹤0.01% | 2696 |
|
|
2024
Q4 | $3.62M | Sell |
654,753
-8,170
| -1% | -$45.2K | ﹤0.01% | 2630 |
|
|
2024
Q3 | $3.72M | Sell |
662,923
-6,057
| -0.9% | -$34K | ﹤0.01% | 2609 |
|
|
2024
Q2 | $4.17M | Sell |
668,980
-596,265
| -47% | -$3.72M | ﹤0.01% | 2553 |
|
|
2024
Q1 | $14.1M | Buy |
1,265,245
+214,892
| +20% | +$2.4M | ﹤0.01% | 2160 |
|
|
2023
Q4 | $16.3M | Sell |
1,050,353
-4,722
| -0.4% | -$73.4K | ﹤0.01% | 2089 |
|
|
2023
Q3 | $19.3M | Buy |
1,055,075
+137,609
| +15% | +$2.51M | 0.01% | 1942 |
|
|
2023
Q2 | $23.4M | Buy |
917,466
+31,692
| +4% | +$810K | 0.01% | 1851 |
|
|
2023
Q1 | $20.2M | Buy |
885,774
+350,850
| +66% | +$7.99M | 0.01% | 1908 |
|
|
2022
Q4 | $13.2K | Buy |
534,924
+168,632
| +46% | +$4.16K | ﹤0.01% | 2073 |
|
|
2022
Q3 | $7.89M | Buy |
+366,292
| New | +$7.89M | ﹤0.01% | 2256 |
|
|
2022
Q1 | – | Sell |
-17,433
| Closed | -$424K | – | 3550 |
|
|
2021
Q4 | $424K | Sell |
17,433
-445
| -2% | -$10.8K | ﹤0.01% | 3206 |
|
|
2021
Q3 | $498K | Buy |
17,878
+6,504
| +57% | +$181K | ﹤0.01% | 3181 |
|
|
2021
Q2 | $404K | Sell |
11,374
-310
| -3% | -$11K | ﹤0.01% | 3206 |
|
|
2021
Q1 | $408K | Buy |
+11,684
| New | +$408K | ﹤0.01% | 3180 |
|