Geode Capital Management’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,992
| Closed | -$98.6K | – | 4842 |
|
|
2023
Q2 | $98.6K | Sell |
16,992
-12,499
| -42% | -$72.5K | ﹤0.01% | 4337 |
|
|
2023
Q1 | $184K | Buy |
29,491
+783
| +3% | +$4.89K | ﹤0.01% | 4092 |
|
|
2022
Q4 | $740K | Buy |
28,708
+324
| +1% | +$8.35K | ﹤0.01% | 3501 |
|
|
2022
Q3 | $703K | Buy |
28,384
+21
| +0.1% | +$520 | ﹤0.01% | 3562 |
|
|
2022
Q2 | $1.67M | Buy |
28,363
+11,679
| +70% | +$689K | ﹤0.01% | 3183 |
|
|
2022
Q1 | $1.68M | Buy |
16,684
+2,891
| +21% | +$291K | ﹤0.01% | 3346 |
|
|
2021
Q4 | $1.32M | Buy |
13,793
+9,706
| +237% | +$927K | ﹤0.01% | 3573 |
|
|
2021
Q3 | $434K | Buy |
+4,087
| New | +$434K | ﹤0.01% | 4099 |
|