Creative Planning’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145K | Sell |
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|
2025
Q2 | $149K | Sell |
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|
2025
Q1 | $155K | Sell |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $196K | Buy |
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|
2024
Q2 | $152K | Buy |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q3 | $56.5K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $146K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $117K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $3K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $14K | Buy |
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|
2014
Q4 | $8K | Hold |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $8K | Sell |
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|
2013
Q4 | $42K | Hold |
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|
2013
Q3 | $41K | Hold |
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|
2013
Q2 | $32K | Buy |
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