HGERS
ISUN

Householder Group Estate & Retirement Specialist’s iSun, Inc. Common Stock ISUN Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio ISUN Stock Details ISUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-111
Closed -$28 – 1373
2024
Q1 		$28 Hold
111
– – ﹤0.01% 1259
2023
Q4 		$0 Hold
111
– – ﹤0.01% 1373
2023
Q3 		$25 Buy
+111
New +$38 ﹤0.01% 1293
2023
Q1 		$0 Buy
+111
New +$166 ﹤0.01% 1324
2022
Q4 		– Sell
-111
Closed – – 1220
2022
Q3 		$0 Buy
+111
New +$341 ﹤0.01% 1218

Other funds holding ISUN

EFM
Eley Financial Management South Burlington, Vermont $309M AUM 24.76% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ISUN Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 111 shares — an estimated $28 sold.

Householder Group Estate & Retirement Specialist first reported a position in ISUN in Q3 2022 and held it in 5 quarters. The position peaked at $28 in Q1 2024. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 111 iSun, Inc. Common Stock shares in Q2 2024, an estimated $28.
  • Householder Group Estate & Retirement Specialist first reported a position in iSun, Inc. Common Stock in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's iSun, Inc. Common Stock position peaked at $28 in Q1 2024.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.