NSIM
ISUN

North Star Investment Management’s iSun, Inc. Common Stock ISUN Stock Holding History

North Star Investment Management’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
-1,400
Closed -$350 – 1252
2024
Q1 		$350 Hold
1,400
– – ﹤0.01% 1187
2023
Q4 		$438 Hold
1,400
– – ﹤0.01% 1140
2023
Q3 		$315 Hold
1,400
– – ﹤0.01% 1225
2023
Q2 		$560 Hold
1,400
– – ﹤0.01% 1206
2023
Q1 		$1.44K Hold
1,400
– – ﹤0.01% 1120
2022
Q4 		$1.88K Buy
+1,400
New +$2.58K ﹤0.01% 1081

Other funds holding ISUN

EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 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

North Star Investment Management's ISUN Position: Q2 2024 in Review

North Star Investment Management sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 1,400 shares — an estimated $350 sold.

North Star Investment Management first reported a position in ISUN in Q4 2022 and held it in 6 quarters. The position peaked at $1.88K in Q4 2022. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • North Star Investment Management reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • North Star Investment Management sold 1,400 iSun, Inc. Common Stock shares in Q2 2024, an estimated $350.
  • North Star Investment Management first reported a position in iSun, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
  • North Star Investment Management's iSun, Inc. Common Stock position peaked at $1.88K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on North Star Investment Management's 13F filing for Q2 2024, filed 6 Aug 2024.