Fortis Group 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 | $231K | Sell |
39,593
-7,633
| -16% | -$44.5K | 0.04% | 203 |
|
|
2025
Q1 | $230K | Sell |
47,226
-178
| -0.4% | -$865 | 0.04% | 181 |
|
|
2024
Q4 | $365K | Buy |
47,404
+32,777
| +224% | +$252K | 0.07% | 151 |
|
|
2024
Q3 | $93.3K | Buy |
14,627
+1,396
| +11% | +$8.91K | 0.02% | 189 |
|
|
2024
Q2 | $71.4K | Buy |
13,231
+270
| +2% | +$1.46K | 0.01% | 192 |
|
|
2024
Q1 | $89K | Buy |
12,961
+706
| +6% | +$4.85K | 0.02% | 207 |
|
|
2023
Q4 | $94.4K | Hold |
12,255
| – | – | 0.02% | 146 |
|
|
2023
Q3 | $94.4K | Buy |
12,255
+57
| +0.5% | +$439 | 0.03% | 126 |
|
|
2023
Q2 | $81.6K | Sell |
12,198
-57
| -0.5% | -$381 | 0.02% | 128 |
|
|
2023
Q1 | $104K | Buy |
+12,255
| New | +$104K | 0.03% | 122 |
|