SEI Investments’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 | $57K | Sell |
13,409
-4,046
| -23% | -$17.2K | ﹤0.01% | 2741 |
|
|
2025
Q1 | $58K | Hold |
17,455
| – | – | ﹤0.01% | 2670 |
|
|
2024
Q4 | $96.5K | Sell |
17,455
-102,519
| -85% | -$567K | ﹤0.01% | 2588 |
|
|
2024
Q3 | $673K | Buy |
119,974
+13,911
| +13% | +$78K | ﹤0.01% | 2082 |
|
|
2024
Q2 | $662K | Sell |
106,063
-45,803
| -30% | -$286K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $1.7M | Sell |
151,866
-4,248
| -3% | -$47.5K | ﹤0.01% | 1689 |
|
|
2023
Q4 | $2.43M | Sell |
156,114
-280,669
| -64% | -$4.36M | ﹤0.01% | 1517 |
|
|
2023
Q3 | $7.97M | Sell |
436,783
-33,959
| -7% | -$620K | 0.01% | 953 |
|
|
2023
Q2 | $12M | Buy |
470,742
+82,031
| +21% | +$2.1M | 0.02% | 774 |
|
|
2023
Q1 | $8.86M | Buy |
388,711
+300,907
| +343% | +$6.86M | 0.02% | 918 |
|
|
2022
Q4 | $2.17M | Sell |
87,804
-47,580
| -35% | -$1.17M | ﹤0.01% | 1461 |
|
|
2022
Q3 | $2.92M | Buy |
135,384
+96,274
| +246% | +$2.07M | 0.01% | 1357 |
|
|
2022
Q2 | $644K | Sell |
39,110
-179
| -0.5% | -$2.95K | ﹤0.01% | 2004 |
|
|
2022
Q1 | $664K | Buy |
39,289
+4,232
| +12% | +$71.5K | ﹤0.01% | 1967 |
|
|
2021
Q4 | $850K | Buy |
35,057
+8,373
| +31% | +$203K | ﹤0.01% | 1913 |
|
|
2021
Q3 | $741K | Buy |
26,684
+922
| +4% | +$25.6K | ﹤0.01% | 1894 |
|
|
2021
Q2 | $919K | Buy |
25,762
+1,322
| +5% | +$47.2K | ﹤0.01% | 1844 |
|
|
2021
Q1 | $850K | Buy |
+24,440
| New | +$850K | ﹤0.01% | 1822 |
|