Vontobel Holding’s Shoals Technologies Group SHLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-47,647
Closed -$267K 1163
2024
Q3
$267K Sell
47,647
-721
-1% -$4.05K ﹤0.01% 942
2024
Q2
$302K Sell
48,368
-3,144
-6% -$19.6K ﹤0.01% 891
2024
Q1
$576K Buy
51,512
+6,263
+14% +$70K ﹤0.01% 734
2023
Q4
$703K Buy
45,249
+3,907
+9% +$60.7K 0.01% 694
2023
Q3
$754K Buy
41,342
+1,430
+4% +$26.1K 0.01% 645
2023
Q2
$1.02M Buy
39,912
+6,966
+21% +$178K 0.01% 593
2023
Q1
$751K Buy
32,946
+6,223
+23% +$142K 0.01% 669
2022
Q4
$624K Buy
26,723
+1,851
+7% +$43.2K 0.01% 690
2022
Q3
$526K Sell
24,872
-186
-0.7% -$3.93K 0.01% 699
2022
Q2
$379K Sell
25,058
-104,583
-81% -$1.58M ﹤0.01% 794
2022
Q1
$2.32M Buy
129,641
+5,467
+4% +$98K 0.02% 403
2021
Q4
$3.07M Buy
124,174
+29,173
+31% +$721K 0.03% 366
2021
Q3
$2.65M Sell
95,001
-26,000
-21% -$725K 0.02% 390
2021
Q2
$4.16M Buy
+121,001
New +$4.16M 0.04% 303