Geneos Wealth Management’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97K | Sell |
684
-1,052
| -61% | -$6.1K | ﹤0.01% | 2635 |
|
|
2025
Q1 | $8.44K | Buy |
1,736
+1,052
| +154% | +$5.11K | ﹤0.01% | 2617 |
|
|
2024
Q4 | $5.27K | Buy |
684
+500
| +272% | +$3.85K | ﹤0.01% | 2313 |
|
|
2024
Q3 | $1.17K | Buy |
+184
| New | +$1.17K | ﹤0.01% | 2416 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$6.87K | – | 2172 |
|
|
2024
Q1 | $6.87K | Hold |
1,000
| – | – | ﹤0.01% | 1642 |
|
|
2023
Q4 | $5.47K | Hold |
1,000
| – | – | ﹤0.01% | 1707 |
|
|
2023
Q3 | $3.37K | Hold |
1,000
| – | – | ﹤0.01% | 1841 |
|
|
2023
Q2 | $6.69K | Hold |
1,000
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q1 | $7.7K | Hold |
1,000
| – | – | ﹤0.01% | 1616 |
|
|
2022
Q4 | $8.44K | Hold |
1,000
| – | – | ﹤0.01% | 1575 |
|
|
2022
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 1553 |
|
|
2022
Q2 | $8K | Sell |
1,000
-24
| -2% | -$192 | ﹤0.01% | 2050 |
|
|
2022
Q1 | $5K | Buy |
1,024
+24
| +2% | +$117 | ﹤0.01% | 2357 |
|
|
2021
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 2372 |
|
|
2021
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 2319 |
|
|
2021
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 2142 |
|
|
2021
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2093 |
|
|
2020
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 2087 |
|
|
2020
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q1 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2422 |
|
|
2019
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 2402 |
|
|
2019
Q3 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q2 | $3K | Sell |
1,000
-3,000
| -75% | -$9K | ﹤0.01% | 2256 |
|
|
2019
Q1 | $13K | Buy |
4,000
+3,000
| +300% | +$9.75K | ﹤0.01% | 1754 |
|
|
2018
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2140 |
|
|
2018
Q3 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 1987 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$7K | – | 2320 |
|
|
2018
Q1 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 1781 |
|
|
2017
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 1748 |
|
|
2017
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 1651 |
|
|
2017
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1548 |
|
|
2017
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 1655 |
|
|
2016
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 1544 |
|
|
2016
Q3 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 1493 |
|
|
2016
Q2 | – | Sell |
-1,020
| Closed | -$4K | – | 1847 |
|
|
2016
Q1 | $4K | Buy |
+1,020
| New | +$4K | ﹤0.01% | 1565 |
|