Envestnet Asset Management
SHLS icon

Envestnet Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Envestnet Asset Management’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,329
Closed -$96.3K – 4806
2025
Q4 		$96.3K Buy
+11,329
New +$102K ﹤0.01% 4374
2024
Q4 		– Sell
-37,556
Closed -$211K – 4387
2024
Q3 		$211K Buy
37,556
+25,249
+205% +$151K ﹤0.01% 3996
2024
Q2 		$76.8K Sell
12,307
-36,228
-75% -$289K ﹤0.01% 4081
2024
Q1 		$543K Buy
48,535
+9,354
+24% +$129K ﹤0.01% 3382
2023
Q4 		$609K Sell
39,181
-41,746
-52% -$632K ﹤0.01% 3225
2023
Q3 		$1.48M Buy
80,927
+34,388
+74% +$765K ﹤0.01% 2538
2023
Q2 		$1.19M Buy
46,539
+10,009
+27% +$231K ﹤0.01% 2621
2023
Q1 		$833K Buy
36,530
+13,808
+61% +$341K ﹤0.01% 2803
2022
Q4 		$561K Buy
+22,722
New +$549K ﹤0.01% 3037
2021
Q3 		– Sell
-7,168
Closed -$254K – 3752
2021
Q2 		$254K Sell
7,168
-618
-8% -$18.6K ﹤0.01% 3383
2021
Q1 		$271K Buy
+7,786
New +$276K ﹤0.01% 3196

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