Pacific Capital Wealth Advisors’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
90,536
| – | – | 0.18% | 38 |
|
|
2025
Q1 | $531K | Buy |
90,536
+9,804
| +12% | +$57.5K | 0.09% | 50 |
|
|
2024
Q4 | $747K | Buy |
80,732
+40,942
| +103% | +$379K | 0.12% | 46 |
|
|
2024
Q3 | $719K | Hold |
39,790
| – | – | 0.12% | 47 |
|
|
2024
Q2 | $472K | Hold |
39,790
| – | – | 0.09% | 47 |
|
|
2024
Q1 | $524K | Hold |
39,790
| – | – | 0.12% | 44 |
|
|
2023
Q4 | $781K | Sell |
39,790
-5,549
| -12% | -$109K | 0.2% | 39 |
|
|
2023
Q3 | $569K | Hold |
45,339
| – | – | 0.16% | 45 |
|
|
2023
Q2 | $810K | Hold |
45,339
| – | – | 0.21% | 40 |
|
|
2023
Q1 | $914K | Buy |
45,339
+1,005
| +2% | +$20.3K | 0.24% | 46 |
|
|
2022
Q4 | $1.06M | Hold |
44,334
| – | – | 0.28% | 48 |
|
|
2022
Q3 | $1.22M | Hold |
44,334
| – | – | 0.33% | 45 |
|
|
2022
Q2 | $1.04M | Buy |
+44,334
| New | +$1.04M | 0.29% | 50 |
|