UBS Group’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 |
-1,083
| Closed | -$6.28K | – | 8964 |
|
|
2023
Q2 | $6.28K | Buy |
1,083
+698
| +181% | +$4.05K | ﹤0.01% | 6299 |
|
|
2023
Q1 | $2.41K | Buy |
385
+50
| +15% | +$312 | ﹤0.01% | 7420 |
|
|
2022
Q4 | $8.63K | Buy |
+335
| New | +$8.63K | ﹤0.01% | 7558 |
|
|
2022
Q2 | – | Sell |
-181
| Closed | -$18K | – | 10088 |
|
|
2022
Q1 | $18K | Sell |
181
-593
| -77% | -$59K | ﹤0.01% | 6562 |
|
|
2021
Q4 | $74K | Buy |
774
+582
| +303% | +$55.6K | ﹤0.01% | 5481 |
|
|
2021
Q3 | $20K | Buy |
192
+171
| +814% | +$17.8K | ﹤0.01% | 6040 |
|
|
2021
Q2 | $4K | Sell |
21
-148
| -88% | -$28.2K | ﹤0.01% | 7620 |
|
|
2021
Q1 | $35K | Buy |
+169
| New | +$35K | ﹤0.01% | 5874 |
|