SHLS Shoals Technologies Group Inc O

Ownership history in American Trust  ·  9 quarters on record

This page tracks every 13F SEC filing in which American Trust reported a position in Shoals Technologies Group Inc O (SHLS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q4)
Avg. % of fund
0.01%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,491 -2,055 -12.4% 0.01% $107K $7.41
2025 Q2 ADDED 16,546 +3,453 +26.4% 0.01% $70K $4.25
2024 Q4 ADDED 13,093 +2,209 +20.3% 0.01% $72K $5.53
2024 Q2 ADDED 10,884 +651 +6.4% 0.01% $68K $6.24
2023 Q4 REDUCED 10,233 -1,697 -14.2% 0.01% $159K $15.54
2023 Q3 ADDED 11,930 +2,763 +30.1% 0.02% $218K $18.25
2023 Q2 REDUCED 9,167 -1,249 -12.0% 0.02% $234K $25.56
2023 Q1 ADDED 10,416 +315 +3.1% 0.02% $237K $22.79
2022 Q4 INITIATED 10,101 0.02% $249K
% of Fund (quarterly)    SHLS price (monthly, adj. close)
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