Corient Private Wealth’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Sell |
10,865
-1,893
| -15% | -$11K | ﹤0.01% | 2464 |
|
|
2025
Q1 | $62K | Sell |
12,758
-90
| -0.7% | -$437 | ﹤0.01% | 2211 |
|
|
2024
Q4 | $98.9K | Hold |
12,848
| – | – | ﹤0.01% | 2222 |
|
|
2024
Q3 | $82K | Buy |
12,848
+1,974
| +18% | +$12.6K | ﹤0.01% | 2322 |
|
|
2024
Q2 | $58.7K | Sell |
10,874
-83
| -0.8% | -$448 | ﹤0.01% | 2240 |
|
|
2024
Q1 | $75.3K | Sell |
10,957
-46
| -0.4% | -$316 | ﹤0.01% | 2203 |
|
|
2023
Q4 | $60.2K | Buy |
+11,003
| New | +$60.2K | ﹤0.01% | 2185 |
|