Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in SHOALS TECHNOLOGIES GROUP IN (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 322 | — | 0% | 0.00% | $2K | $7.41 |
| 2025 Q2 | REDUCED | 322 | -77 | -19.3% | 0.00% | $1K | $4.25 |
| 2025 Q1 | UNCHANGED | 399 | — | 0% | 0.00% | $2K | $3.32 |
| 2024 Q4 | ADDED | 399 | +110 | +38.1% | 0.00% | $2K | $5.53 |
| 2024 Q3 | ADDED | 289 | +130 | +81.8% | 0.00% | $2K | $5.61 |
| 2024 Q2 | REDUCED | 159 | -40 | -20.1% | 0.00% | $992 | $6.24 |
| 2024 Q1 | REDUCED | 199 | -80 | -28.7% | 0.00% | $2K | $11.18 |
| 2023 Q4 | INITIATED | 279 | — | — | 0.00% | $4K | — |
As of 2025 Q4 — sorted by position size