Harvest Portfolios Group’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	$273K	Buy	+41,554	New	+$341K	﹤0.01%	249
2025 Q3	–	Sell	-60,741	Closed	-$258K	–	264
2025 Q2	$258K	Sell	60,741 -2,377	-4%	-$10.3K	0.01%	235
2025 Q1	$210K	Buy	+63,118	New	+$262K	0.01%	227
2024 Q3	–	Sell	-29,970	Closed	-$187K	–	247
2024 Q2	$187K	Sell	29,970 -806	-3%	-$6.43K	0.01%	232
2024 Q1	$344K	Buy	30,776 +6,913	+29%	+$95.1K	0.01%	206
2023 Q4	$371K	Sell	23,863 -2,427	-9%	-$36.7K	0.02%	194
2023 Q3	$480K	Sell	26,290 -2,818	-10%	-$62.7K	0.02%	176
2023 Q2	$744K	Sell	29,108 -2,919	-9%	-$67.5K	0.03%	152
2023 Q1	$730K	Sell	32,027 -21,681	-40%	-$535K	0.04%	156
2022 Q4	$1.32M	Buy	+53,708	New	+$1.3M	0.08%	114