Caliber Wealth Management (Utah)’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.73M | Buy |
206,837
+20,022
| +11% | +$264K | 1.45% | 28 |
|
|
2023
Q4 | $3.67M | Buy |
186,815
+2,221
| +1% | +$43.6K | 2.15% | 10 |
|
|
2023
Q3 | $2.32M | Buy |
184,594
+44,012
| +31% | +$553K | 1.56% | 23 |
|
|
2023
Q2 | $2.51M | Buy |
140,582
+14,118
| +11% | +$252K | 1.68% | 14 |
|
|
2023
Q1 | $2.55M | Buy |
126,464
+69,570
| +122% | +$1.4M | 1.91% | 12 |
|
|
2022
Q4 | $1.37M | Buy |
56,894
+4,010
| +8% | +$96.3K | 1.04% | 41 |
|
|
2022
Q3 | $1.46M | Sell |
52,884
-18,916
| -26% | -$522K | 1.15% | 41 |
|
|
2022
Q2 | $1.68M | Buy |
71,800
+26,182
| +57% | +$612K | 1.3% | 35 |
|
|
2022
Q1 | $1.39M | Buy |
45,618
+30,527
| +202% | +$927K | 0.88% | 50 |
|
|
2021
Q4 | $480K | Sell |
15,091
-24,726
| -62% | -$786K | 0.33% | 57 |
|
|
2021
Q3 | $1.94M | Buy |
39,817
+25,982
| +188% | +$1.26M | 1.36% | 32 |
|
|
2021
Q2 | $772K | Hold |
13,835
| – | – | 0.55% | 62 |
|
|
2021
Q1 | $837K | Sell |
13,835
-5,017
| -27% | -$304K | 0.61% | 55 |
|
|
2020
Q4 | $1.31M | Buy |
+18,852
| New | +$1.31M | 1.28% | 35 |
|