Wellington Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $31.4M | Sell |
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|
2025
Q2 | $74M | Sell |
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|
2025
Q1 | $71.8M | Buy |
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|
2024
Q4 | $78.7M | Buy |
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|
2024
Q3 | $73.5M | Buy |
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|
2024
Q2 | $71.4M | Buy |
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|
2024
Q1 | $123M | Sell |
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|
2023
Q4 | $201M | Buy |
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|
2023
Q3 | $183M | Buy |
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|
2023
Q2 | $186M | Buy |
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|
2023
Q1 | $135M | Buy |
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|
2022
Q4 | $56.2M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.76M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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