State Street’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
-5,996
Closed -$34.8K 4678
2023
Q2
$34.8K Sell
5,996
-13,886
-70% -$80.5K ﹤0.01% 4509
2023
Q1
$124K Buy
19,882
+110
+0.6% +$687 ﹤0.01% 4253
2022
Q4
$510K Sell
19,772
-18,515
-48% -$478K ﹤0.01% 3765
2022
Q3
$950K Buy
38,287
+857
+2% +$21.3K ﹤0.01% 3607
2022
Q2
$2.21M Buy
37,430
+31,434
+524% +$1.85M ﹤0.01% 3445
2022
Q1
$604K Buy
5,996
+536
+10% +$54K ﹤0.01% 3967
2021
Q4
$522K Hold
5,460
﹤0.01% 4005
2021
Q3
$580K Buy
+5,460
New +$580K ﹤0.01% 3922