Coldstream Capital Management’s SUNation Energy, Inc. Common Stock SUNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$166K | – | 1034 |
|
|
2023
Q4 | $166K | Buy |
2
+1
| +100% | +$83.1K | ﹤0.01% | 907 |
|
|
2023
Q3 | $83.3K | Hold |
1
| – | – | ﹤0.01% | 784 |
|
|
2023
Q2 | $134K | Hold |
1
| – | – | ﹤0.01% | 798 |
|
|
2023
Q1 | $156K | Buy |
+1
| New | +$156K | 0.01% | 800 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 799 |
|
|
2022
Q2 | $283K | Buy |
+1
| New | +$283K | 0.01% | 582 |
|