Charles Schwab’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,509
| Closed | -$21.9K | – | 3714 |
|
|
2023
Q1 | $21.9K | Hold |
3,509
| – | – | ﹤0.01% | 3499 |
|
|
2022
Q4 | $90.5K | Hold |
3,509
| – | – | ﹤0.01% | 3273 |
|
|
2022
Q3 | $88K | Hold |
3,509
| – | – | ﹤0.01% | 3234 |
|
|
2022
Q2 | $208K | Buy |
3,509
+2,670
| +318% | +$158K | ﹤0.01% | 3237 |
|
|
2022
Q1 | $85K | Hold |
839
| – | – | ﹤0.01% | 3443 |
|
|
2021
Q4 | $81K | Hold |
839
| – | – | ﹤0.01% | 3462 |
|
|
2021
Q3 | $90K | Buy |
+839
| New | +$90K | ﹤0.01% | 3389 |
|