LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Sunrun RUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88K | Hold |
1,086
| – | – | ﹤0.01% | 485 |
|
|
2025
Q1 | $7.23K | Hold |
1,086
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $11.1K | Hold |
1,086
| – | – | ﹤0.01% | 485 |
|
|
2024
Q3 | $15.2K | Hold |
1,086
| – | – | ﹤0.01% | 475 |
|
|
2024
Q2 | $18.8K | Sell |
1,086
-25
| -2% | -$432 | ﹤0.01% | 457 |
|
|
2024
Q1 | $11.2K | Hold |
1,111
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $16.1K | Hold |
1,111
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $11.6K | Sell |
1,111
-17,950
| -94% | -$188K | ﹤0.01% | 511 |
|
|
2023
Q2 | $340K | Hold |
19,061
| – | – | ﹤0.01% | 239 |
|
|
2023
Q1 | $384K | Buy |
19,061
+950
| +5% | +$19.1K | ﹤0.01% | 222 |
|
|
2022
Q4 | $435K | Hold |
18,111
| – | – | 0.01% | 209 |
|
|
2022
Q3 | $500K | Hold |
18,111
| – | – | 0.01% | 197 |
|
|
2022
Q2 | $423K | Hold |
18,111
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $550K | Sell |
18,111
-155
| -0.8% | -$4.71K | 0.01% | 205 |
|
|
2021
Q4 | $627K | Sell |
18,266
-289
| -2% | -$9.92K | 0.01% | 204 |
|
|
2021
Q3 | $816K | Sell |
18,555
-980
| -5% | -$43.1K | 0.01% | 183 |
|
|
2021
Q2 | $1.09M | Buy |
19,535
+5,245
| +37% | +$293K | 0.01% | 167 |
|
|
2021
Q1 | $864K | Buy |
14,290
+14,015
| +5,096% | +$847K | 0.01% | 169 |
|
|
2020
Q4 | $19K | Hold |
275
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $21K | Hold |
275
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $5K | Buy |
+275
| New | +$5K | ﹤0.01% | 541 |
|
|
2019
Q2 | – | Sell |
-1,655
| Closed | -$23K | – | 758 |
|
|
2019
Q1 | $23K | Buy |
+1,655
| New | +$23K | ﹤0.01% | 508 |
|