Farther Finance Advisors’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-12
Closed 3969
2024
Q1
$0 Hold
12
﹤0.01% 3791
2023
Q4
$0 Hold
12
﹤0.01% 3650
2023
Q3
$5 Hold
12
﹤0.01% 2607
2023
Q2
$69 Hold
12
﹤0.01% 2449
2023
Q1
$74 Hold
12
﹤0.01% 2301
2022
Q4
$307 Buy
+12
New +$332 ﹤0.01% 1945

Farther Finance Advisors's SUNL Position: Q2 2024 in Review

Farther Finance Advisors sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2024, closing a stake of 12 shares.

Farther Finance Advisors first reported a position in SUNL in Q4 2022 and held it in 6 quarters. The position peaked at $307 in Q4 2022. 0 funds tracked by Wall St. Rank hold SUNL as of Q2 2024.

  • Farther Finance Advisors reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 12 Sunlight Financial Holdings, Inc. shares in Q2 2024.
  • Farther Finance Advisors first reported a position in Sunlight Financial Holdings, Inc. in Q4 2022 and held it in 6 quarters.
  • Farther Finance Advisors's Sunlight Financial Holdings, Inc. position peaked at $307 in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2024.

Based on Farther Finance Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.