Carson Wealth (CWM LLC)’s Sunrun RUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Sell |
5,307
-26,583
| -83% | -$215K | ﹤0.01% | 3399 |
|
|
2025
Q1 | $187K | Buy |
31,890
+29,152
| +1,065% | +$171K | ﹤0.01% | 1965 |
|
|
2024
Q4 | $25K | Sell |
2,738
-1,219
| -31% | -$11.1K | ﹤0.01% | 3295 |
|
|
2024
Q3 | $71K | Buy |
3,957
+602
| +18% | +$10.8K | ﹤0.01% | 2428 |
|
|
2024
Q2 | $40K | Buy |
3,355
+3,014
| +884% | +$35.9K | ﹤0.01% | 2621 |
|
|
2024
Q1 | $4K | Sell |
341
-22
| -6% | -$258 | ﹤0.01% | 3781 |
|
|
2023
Q4 | $7K | Buy |
363
+130
| +56% | +$2.51K | ﹤0.01% | 3365 |
|
|
2023
Q3 | $3K | Sell |
233
-26
| -10% | -$335 | ﹤0.01% | 3695 |
|
|
2023
Q2 | $5K | Sell |
259
-1,248
| -83% | -$24.1K | ﹤0.01% | 3458 |
|
|
2023
Q1 | $30K | Sell |
1,507
-493
| -25% | -$9.81K | ﹤0.01% | 2227 |
|
|
2022
Q4 | $48K | Buy |
2,000
+191
| +11% | +$4.58K | ﹤0.01% | 1767 |
|
|
2022
Q3 | $50K | Buy |
1,809
+187
| +12% | +$5.17K | ﹤0.01% | 1654 |
|
|
2022
Q2 | $38K | Buy |
1,622
+777
| +92% | +$18.2K | ﹤0.01% | 1754 |
|
|
2022
Q1 | $26K | Buy |
845
+707
| +512% | +$21.8K | ﹤0.01% | 1926 |
|
|
2021
Q4 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 2748 |
|
|
2021
Q2 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2021
Q1 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2020
Q4 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2020
Q3 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2020
Q2 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2020
Q1 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2019
Q4 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2019
Q3 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2019
Q2 | $27K | Hold |
485
| – | – | ﹤0.01% | 1659 |
|
|
2019
Q1 | $27K | Buy |
+485
| New | +$27K | ﹤0.01% | 1659 |
|