Osaic Holdings’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-234
| Closed | -$1.35K | – | 7423 |
|
|
2023
Q2 | $1.35K | Buy |
234
+58
| +33% | +$335 | ﹤0.01% | 6660 |
|
|
2023
Q1 | $1.1K | Sell |
176
-3
| -2% | -$19 | ﹤0.01% | 6800 |
|
|
2022
Q4 | $4K | Buy |
179
+25
| +16% | +$559 | ﹤0.01% | 6409 |
|
|
2022
Q3 | $4K | Hold |
154
| – | – | ﹤0.01% | 6495 |
|
|
2022
Q2 | $9K | Sell |
154
-45
| -23% | -$2.63K | ﹤0.01% | 6173 |
|
|
2022
Q1 | $20K | Hold |
199
| – | – | ﹤0.01% | 5686 |
|
|
2021
Q4 | $19K | Buy |
199
+28
| +16% | +$2.67K | ﹤0.01% | 5811 |
|
|
2021
Q3 | $18K | Buy |
171
+131
| +328% | +$13.8K | ﹤0.01% | 5850 |
|
|
2021
Q2 | $8K | Sell |
40
-61
| -60% | -$12.2K | ﹤0.01% | 6194 |
|
|
2021
Q1 | $21K | Buy |
+101
| New | +$21K | ﹤0.01% | 5426 |
|