IFP 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 | – | Sell |
-226
| Closed | -$851 | – | 3281 |
|
|
2025
Q1 | $851 | Hold |
226
| – | – | ﹤0.01% | 3367 |
|
|
2024
Q4 | $1.42K | Sell |
226
-15
| -6% | -$94 | ﹤0.01% | 3205 |
|
|
2024
Q3 | $1.35K | Hold |
241
| – | – | ﹤0.01% | 3022 |
|
|
2024
Q2 | $1.5K | Sell |
241
-152
| -39% | -$949 | ﹤0.01% | 2889 |
|
|
2024
Q1 | $4.39K | Sell |
393
-125
| -24% | -$1.4K | ﹤0.01% | 2495 |
|
|
2023
Q4 | $8.05K | Buy |
518
+30
| +6% | +$466 | ﹤0.01% | 2266 |
|
|
2023
Q3 | $8.91K | Sell |
488
-735
| -60% | -$13.4K | ﹤0.01% | 2296 |
|
|
2023
Q2 | $31.3K | Buy |
1,223
+518
| +73% | +$13.2K | ﹤0.01% | 1810 |
|
|
2023
Q1 | $21.8K | Buy |
705
+630
| +840% | +$19.5K | ﹤0.01% | 1980 |
|
|
2022
Q4 | $3K | Buy |
75
+50
| +200% | +$2K | ﹤0.01% | 4054 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 4672 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 4443 |
|
|
2022
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 4443 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$1K | – | 3428 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 3055 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2753 |
|
|
2021
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2677 |
|