EverSource Wealth Advisors’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.1K | Buy |
4,502
+3,981
| +764% | +$23.1K | ﹤0.01% | 2083 |
|
2025
Q1 | $2.53K | Sell |
521
-2
| -0.4% | -$10 | ﹤0.01% | 2814 |
|
2024
Q4 | $4.03K | Buy |
523
+2
| +0.4% | +$15 | ﹤0.01% | 2443 |
|
2024
Q3 | $3.32K | Hold |
521
| – | – | ﹤0.01% | 2379 |
|
2024
Q2 | $2.76K | Hold |
521
| – | – | ﹤0.01% | 2442 |
|
2024
Q1 | $3.41K | Hold |
521
| – | – | ﹤0.01% | 2205 |
|
2023
Q4 | $2.85K | Buy |
+521
| New | +$2.85K | ﹤0.01% | 2072 |
|