Integrated Wealth Concepts’s Sunrun RUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
30,495
-2,272
-7% -$18.6K ﹤0.01% 1650
2025
Q1
$192K Buy
32,767
+10,598
+48% +$62.1K ﹤0.01% 1635
2024
Q4
$205K Buy
22,169
+1,147
+5% +$10.6K ﹤0.01% 1588
2024
Q3
$380K Sell
21,022
-1,226
-6% -$22.1K ﹤0.01% 1207
2024
Q2
$264K Buy
22,248
+163
+0.7% +$1.93K ﹤0.01% 1383
2024
Q1
$291K Sell
22,085
-1,805
-8% -$23.8K ﹤0.01% 1335
2023
Q4
$469K Sell
23,890
-1,100
-4% -$21.6K 0.01% 1026
2023
Q3
$314K Sell
24,990
-491
-2% -$6.17K 0.01% 1208
2023
Q2
$455K Buy
25,481
+4,872
+24% +$87K 0.01% 1027
2023
Q1
$415K Buy
+20,609
New +$415K 0.01% 919