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Jefferies Group’s SHLS Holdings & Trades

First Buy
Q4 2022
Duration Held
7 Quarters
Largest Add
Q2 2024
+598,857 Shares
Current Position
70,071 Shares
$461,067 Value

Jefferies Group's SHLS Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 70,071 shares of Shoals Technologies Group, Inc. (SHLS) worth $461,067, representing 0.00% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 7 quarters.

Based on 13F filings, Jefferies Group has maintained this position in SHLS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2024, adding 598,857 shares. Largest reduction occurred in Q3 2024, reducing 598,857 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Shoals Technologies Group (SHLS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Shoals Technologies Group (SHLS) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -72,577 Reduce 50.88% 70,071 $6.58
Q4 2025 +142,648 New Buy 142,648 $8.50
Q3 2024 -598,857 Sold Out 0 $0.00
Q2 2024 +598,857 New Buy 598,857 $6.24
Q2 2023 -278,466 Sold Out 0 $0.00
Q1 2023 +258,466 Add 1292.33% 278,466 $22.79
Q4 2022 +20,000 New Buy 20,000 $24.67

Jefferies Group's Shoals Technologies Group Investment FAQs

Jefferies Group first purchased Shoals Technologies Group, Inc. (SHLS) in Q4 2022, acquiring 20,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Shoals Technologies Group, Inc. (SHLS) for 7 quarters since Q4 2022.

Jefferies Group's largest addition to Shoals Technologies Group, Inc. (SHLS) was in Q2 2024, adding 598,857 shares worth $3.74 M.

According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 70,071 shares of Shoals Technologies Group, Inc. (SHLS), valued at approximately $461,067.

As of the Q1 2026 filing, Shoals Technologies Group, Inc. (SHLS) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Shoals Technologies Group, Inc. (SHLS) was 598,857 shares, as reported at the end of Q2 2024.