EverSource Wealth Advisors’s Shoals Technologies Group SHLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.7K	Sell	1,926 -294	-13%	-$2.41K	﹤0.01%	2789
2025 Q4	$18.9K	Hold	2,220	–	–	﹤0.01%	2424
2025 Q3	$16.4K	Sell	2,220 -320	-13%	-$1.97K	﹤0.01%	2499
2025 Q2	$10.8K	Buy	2,540 +832	+49%	+$3.62K	﹤0.01%	2761
2025 Q1	$5.67K	Buy	1,708 +1,628	+2,035%	+$6.77K	﹤0.01%	2432
2024 Q4	$442	Buy	80 +39	+95%	+$198	﹤0.01%	3237
2024 Q3	$230	Buy	+41	New	+$245	﹤0.01%	2949
2024 Q2	–	Sell	-5	Closed	-$42	–	3137
2024 Q1	$42	Sell	5 -50	-91%	-$688	﹤0.01%	2860
2023 Q4	$855	Sell	55 -321	-85%	-$4.86K	﹤0.01%	2432
2023 Q3	$6.86K	Buy	376 +130	+53%	+$2.89K	﹤0.01%	1567
2023 Q2	$6.29K	Sell	246 -14	-5%	-$324	﹤0.01%	1634
2023 Q1	$5.92K	Buy	260 +197	+313%	+$4.86K	﹤0.01%	1585
2022 Q4	$1.55K	Hold	63	–	–	﹤0.01%	1986
2022 Q3	$1K	Buy	+63	New	+$1.41K	﹤0.01%	1887