Nicola Wealth Management’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-149,000
| Closed | -$873K | – | 113 |
|
|
2025
Q1 | $873K | Sell |
149,000
-9,000
| -6% | -$52.7K | 0.09% | 103 |
|
|
2024
Q4 | $1.46M | Buy |
158,000
+56,000
| +55% | +$518K | 0.14% | 96 |
|
|
2024
Q3 | $1.84M | Sell |
102,000
-48,000
| -32% | -$867K | 0.15% | 94 |
|
|
2024
Q2 | $1.78M | Sell |
150,000
-30,000
| -17% | -$356K | 0.16% | 92 |
|
|
2024
Q1 | $2.37M | Buy |
180,000
+70,000
| +64% | +$923K | 0.23% | 82 |
|
|
2023
Q4 | $2.16M | Sell |
110,000
-110,000
| -50% | -$2.16M | 0.23% | 87 |
|
|
2023
Q3 | $2.76M | Sell |
220,000
-50,000
| -19% | -$628K | 0.3% | 71 |
|
|
2023
Q2 | $4.82M | Buy |
270,000
+35,000
| +15% | +$625K | 0.47% | 55 |
|
|
2023
Q1 | $4.74M | Buy |
235,000
+15,000
| +7% | +$302K | 0.47% | 57 |
|
|
2022
Q4 | $5.28M | Buy |
220,000
+20,000
| +10% | +$480K | 0.54% | 54 |
|
|
2022
Q3 | $5.52M | Hold |
200,000
| – | – | 0.61% | 56 |
|
|
2022
Q2 | $4.67M | Buy |
200,000
+10,000
| +5% | +$234K | 0.45% | 66 |
|
|
2022
Q1 | $5.77M | Buy |
190,000
+31,000
| +19% | +$941K | 0.51% | 62 |
|
|
2021
Q4 | $5.45M | Buy |
159,000
+62,000
| +64% | +$2.13M | 0.51% | 67 |
|
|
2021
Q3 | $4.27M | Sell |
97,000
-12,000
| -11% | -$528K | 0.44% | 79 |
|
|
2021
Q2 | $6.08M | Buy |
109,000
+32,000
| +42% | +$1.78M | 0.62% | 64 |
|
|
2021
Q1 | $4.66M | Buy |
77,000
+37,000
| +93% | +$2.24M | 0.52% | 71 |
|
|
2020
Q4 | $2.78M | Buy |
40,000
+27,000
| +208% | +$1.87M | 0.35% | 82 |
|
|
2020
Q3 | $1M | Buy |
+13,000
| New | +$1M | 0.14% | 105 |
|