APP
SUNE

Avantax Planning Partners’s SUNation Energy, Inc. Common Stock SUNE Stock Holding History

Avantax Planning Partners’s Portfolio SUNE Stock Details SUNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-134
Closed -$8.73K – 465
2025
Q1 		$8.73K Hold
134
– – ﹤0.01% 431
2024
Q4 		$70.2K Buy
134
+99
+283% +$51.9K ﹤0.01% 425
2024
Q3 		$47.2K Buy
+35
New +$47.2K ﹤0.01% 433