Creative Planning’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.23M | Buy |
394,805
+77,849
| +25% | +$637K | ﹤0.01% | 983 |
|
2025
Q1 | $1.86M | Buy |
316,956
+49,932
| +19% | +$293K | ﹤0.01% | 1217 |
|
2024
Q4 | $2.47M | Sell |
267,024
-23,235
| -8% | -$215K | ﹤0.01% | 1008 |
|
2024
Q3 | $5.24M | Buy |
290,259
+784
| +0.3% | +$14.2K | 0.01% | 620 |
|
2024
Q2 | $3.43M | Buy |
289,475
+25,062
| +9% | +$297K | ﹤0.01% | 763 |
|
2024
Q1 | $3.48M | Buy |
264,413
+51,222
| +24% | +$675K | ﹤0.01% | 739 |
|
2023
Q4 | $4.18M | Sell |
213,191
-2,423
| -1% | -$47.6K | 0.01% | 616 |
|
2023
Q3 | $2.71M | Buy |
215,614
+9,068
| +4% | +$114K | ﹤0.01% | 727 |
|
2023
Q2 | $3.69M | Buy |
206,546
+11,206
| +6% | +$200K | ﹤0.01% | 609 |
|
2023
Q1 | $3.94M | Buy |
195,340
+7,938
| +4% | +$160K | 0.01% | 566 |
|
2022
Q4 | $4.5M | Sell |
187,402
-400
| -0.2% | -$9.61K | 0.01% | 516 |
|
2022
Q3 | $5.18M | Buy |
187,802
+1,021
| +0.5% | +$28.2K | 0.01% | 431 |
|
2022
Q2 | $4.36M | Buy |
186,781
+155,860
| +504% | +$3.64M | 0.01% | 486 |
|
2022
Q1 | $939K | Buy |
30,921
+20,367
| +193% | +$618K | ﹤0.01% | 1008 |
|
2021
Q4 | $362K | Sell |
10,554
-2,067
| -16% | -$70.9K | ﹤0.01% | 1495 |
|
2021
Q3 | $555K | Buy |
12,621
+4,542
| +56% | +$200K | ﹤0.01% | 1231 |
|
2021
Q2 | $451K | Sell |
8,079
-1,524
| -16% | -$85.1K | ﹤0.01% | 1339 |
|
2021
Q1 | $581K | Sell |
9,603
-6,277
| -40% | -$380K | ﹤0.01% | 1315 |
|
2020
Q4 | $1.1M | Buy |
15,880
+928
| +6% | +$64.4K | ﹤0.01% | 890 |
|
2020
Q3 | $1.15M | Buy |
+14,952
| New | +$1.15M | ﹤0.01% | 735 |
|
2020
Q2 | – | Sell |
-12,060
| Closed | -$122K | – | 1895 |
|
2020
Q1 | $122K | Buy |
+12,060
| New | +$122K | ﹤0.01% | 1476 |
|
2017
Q2 | – | Sell |
-150
| Closed | -$1K | – | 4631 |
|
2017
Q1 | $1K | Hold |
150
| – | – | ﹤0.01% | 4367 |
|
2016
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 4318 |
|
2016
Q3 | $1K | Sell |
150
-1,000
| -87% | -$6.67K | ﹤0.01% | 4258 |
|
2016
Q2 | $7K | Buy |
1,150
+850
| +283% | +$5.17K | ﹤0.01% | 3418 |
|
2016
Q1 | $2K | Sell |
300
-100
| -25% | -$667 | ﹤0.01% | 3894 |
|
2015
Q4 | $5K | Sell |
400
-700
| -64% | -$8.75K | ﹤0.01% | 3625 |
|
2015
Q3 | $11K | Buy |
+1,100
| New | +$11K | ﹤0.01% | 3128 |
|