Geneos Wealth Management’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-200
| Closed | -$3.61K | – | 2949 |
|
2024
Q3 | $3.61K | Hold |
200
| – | – | ﹤0.01% | 2160 |
|
2024
Q2 | $2.37K | Sell |
200
-20
| -9% | -$237 | ﹤0.01% | 1859 |
|
2024
Q1 | $2.9K | Buy |
220
+20
| +10% | +$264 | ﹤0.01% | 1819 |
|
2023
Q4 | $3.93K | Sell |
200
-150
| -43% | -$2.95K | ﹤0.01% | 1782 |
|
2023
Q3 | $4.4K | Hold |
350
| – | – | ﹤0.01% | 1784 |
|
2023
Q2 | $6.25K | Hold |
350
| – | – | ﹤0.01% | 1687 |
|
2023
Q1 | $7.05K | Hold |
350
| – | – | ﹤0.01% | 1640 |
|
2022
Q4 | $8.41K | Sell |
350
-135
| -28% | -$3.24K | ﹤0.01% | 1578 |
|
2022
Q3 | $13K | Hold |
485
| – | – | ﹤0.01% | 1453 |
|
2022
Q2 | $11K | Buy |
485
+195
| +67% | +$4.42K | ﹤0.01% | 1918 |
|
2022
Q1 | $8K | Buy |
290
+5
| +2% | +$138 | ﹤0.01% | 2185 |
|
2021
Q4 | $9K | Hold |
285
| – | – | ﹤0.01% | 2230 |
|
2021
Q3 | $12K | Buy |
285
+135
| +90% | +$5.68K | ﹤0.01% | 2153 |
|
2021
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 2303 |
|
2021
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 2549 |
|
2020
Q4 | $8K | Sell |
150
-150
| -50% | -$8K | ﹤0.01% | 2322 |
|
2020
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 1679 |
|
2020
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 2165 |
|
2020
Q1 | $3K | Sell |
300
-780
| -72% | -$7.8K | ﹤0.01% | 2202 |
|
2019
Q4 | $15K | Hold |
1,080
| – | – | ﹤0.01% | 1811 |
|
2019
Q3 | $17K | Hold |
1,080
| – | – | ﹤0.01% | 1683 |
|
2019
Q2 | $20K | Hold |
1,080
| – | – | ﹤0.01% | 1636 |
|
2019
Q1 | $15K | Sell |
1,080
-300
| -22% | -$4.17K | ﹤0.01% | 1706 |
|
2018
Q4 | $14K | Buy |
1,380
+1,080
| +360% | +$11K | ﹤0.01% | 1672 |
|
2018
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 2202 |
|
2018
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 2058 |
|
2018
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 2058 |
|
2017
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 2124 |
|
2017
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 2074 |
|
2017
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 1951 |
|
2017
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 2013 |
|
2016
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 1989 |
|
2016
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 1916 |
|
2016
Q2 | $1K | Sell |
300
-2,000
| -87% | -$6.67K | ﹤0.01% | 1765 |
|
2016
Q1 | $14K | Buy |
+2,300
| New | +$14K | ﹤0.01% | 1203 |
|