Janney Montgomery Scott’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 |
-269,096
| Closed | -$893K | – | 2816 |
|
|
2025
Q1 | $893K | Buy |
269,096
+175,627
| +188% | +$583K | ﹤0.01% | 1615 |
|
|
2024
Q4 | $517K | Sell |
93,469
-54,995
| -37% | -$304K | ﹤0.01% | 1968 |
|
|
2024
Q3 | $833K | Buy |
+148,464
| New | +$833K | ﹤0.01% | 1629 |
|
|
2024
Q2 | – | Sell |
-15,613
| Closed | -$175K | – | 2795 |
|
|
2024
Q1 | $175K | Sell |
15,613
-337
| -2% | -$3.78K | ﹤0.01% | 2604 |
|
|
2023
Q4 | $248K | Sell |
15,950
-25,957
| -62% | -$404K | ﹤0.01% | 2343 |
|
|
2023
Q3 | $765K | Buy |
41,907
+28,166
| +205% | +$514K | ﹤0.01% | 1491 |
|
|
2023
Q2 | $351K | Sell |
13,741
-2,611
| -16% | -$66.7K | ﹤0.01% | 2136 |
|
|
2023
Q1 | $373K | Buy |
16,352
+1,104
| +7% | +$25.2K | ﹤0.01% | 1915 |
|
|
2022
Q4 | $376K | Buy |
15,248
+361
| +2% | +$8.9K | ﹤0.01% | 1953 |
|
|
2022
Q3 | $321K | Buy |
14,887
+1,629
| +12% | +$35.1K | ﹤0.01% | 1964 |
|
|
2022
Q2 | $227K | Buy |
13,258
+1,377
| +12% | +$23.6K | ﹤0.01% | 2070 |
|
|
2022
Q1 | $202K | Sell |
11,881
-1,722
| -13% | -$29.3K | ﹤0.01% | 2095 |
|
|
2021
Q4 | $331K | Buy |
13,603
+666
| +5% | +$16.2K | ﹤0.01% | 1950 |
|
|
2021
Q3 | $361K | Buy |
12,937
+4,029
| +45% | +$112K | ﹤0.01% | 1858 |
|
|
2021
Q2 | $316K | Buy |
8,908
+966
| +12% | +$34.3K | ﹤0.01% | 1895 |
|
|
2021
Q1 | $276K | Buy |
+7,942
| New | +$276K | ﹤0.01% | 1895 |
|