EP Wealth Advisors’s Sunrun RUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
129,809
+7,737
| +6% | +$63.3K | 0.01% | 550 |
|
|
2025
Q1 | $715K | Buy |
122,072
+9,232
| +8% | +$54.1K | 0.01% | 590 |
|
|
2024
Q4 | $1.04M | Buy |
112,840
+2,767
| +3% | +$25.6K | 0.01% | 488 |
|
|
2024
Q3 | $1.99M | Buy |
110,073
+3,388
| +3% | +$61.2K | 0.02% | 359 |
|
|
2024
Q2 | $1.27M | Buy |
106,685
+90,056
| +542% | +$1.07M | 0.01% | 349 |
|
|
2024
Q1 | $219K | Sell |
16,629
-4,735
| -22% | -$62.4K | ﹤0.01% | 712 |
|
|
2023
Q4 | $419K | Buy |
21,364
+3,624
| +20% | +$71.1K | 0.01% | 527 |
|
|
2023
Q3 | $223K | Buy |
17,740
+7,740
| +77% | +$97.2K | ﹤0.01% | 635 |
|
|
2023
Q2 | $278K | Sell |
10,000
-438,800
| -98% | -$12.2M | ﹤0.01% | 576 |
|
|
2023
Q1 | $44M | Buy |
448,800
+439,078
| +4,516% | +$43M | 0.76% | 32 |
|
|
2022
Q4 | $234K | Buy |
+9,722
| New | +$234K | ﹤0.01% | 511 |
|
|
2022
Q2 | – | Sell |
-6,601
| Closed | -$200K | – | 686 |
|
|
2022
Q1 | $200K | Buy |
+6,601
| New | +$200K | ﹤0.01% | 573 |
|
|
2021
Q4 | – | Sell |
-4,803
| Closed | -$211K | – | 562 |
|
|
2021
Q3 | $211K | Buy |
+4,803
| New | +$211K | 0.01% | 502 |
|