Ballentine Partners’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
+20,666
| New | +$120K | ﹤0.01% | 929 |
|
|
2025
Q1 | – | Sell |
-30,664
| Closed | -$236K | – | 989 |
|
|
2024
Q4 | $236K | Buy |
30,664
+8,652
| +39% | +$66.6K | ﹤0.01% | 711 |
|
|
2024
Q3 | $140K | Buy |
22,012
+10,876
| +98% | +$69.4K | ﹤0.01% | 779 |
|
|
2024
Q2 | $60.1K | Buy |
+11,136
| New | +$60.1K | ﹤0.01% | 740 |
|