Wealth Effects’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
19,900
-100
| -0.5% | -$580 | 0.04% | 199 |
|
|
2025
Q1 | $97.2K | Sell |
20,000
-35,800
| -64% | -$174K | 0.04% | 192 |
|
|
2024
Q4 | $430K | Sell |
55,800
-15,400
| -22% | -$119K | 0.15% | 119 |
|
|
2024
Q3 | $454K | Sell |
71,200
-10,500
| -13% | -$67K | 0.16% | 116 |
|
|
2024
Q2 | $441K | Sell |
81,700
-2,200
| -3% | -$11.9K | 0.16% | 115 |
|
|
2024
Q1 | $576K | Sell |
83,900
-3,500
| -4% | -$24K | 0.21% | 96 |
|
|
2023
Q4 | $478K | Buy |
87,400
+10,050
| +13% | +$55K | 0.18% | 110 |
|
|
2023
Q3 | $261K | Buy |
77,350
+8,260
| +12% | +$27.8K | 0.13% | 141 |
|
|
2023
Q2 | $462K | Sell |
69,090
-1,500
| -2% | -$10K | 0.2% | 100 |
|
|
2023
Q1 | $544K | Hold |
70,590
| – | – | 0.28% | 79 |
|
|
2022
Q4 | $596K | Sell |
70,590
-13,000
| -16% | -$110K | 0.34% | 71 |
|
|
2022
Q3 | $761K | Sell |
83,590
-360
| -0.4% | -$3.28K | 0.47% | 51 |
|
|
2022
Q2 | $653K | Buy |
83,950
+6,750
| +9% | +$52.5K | 0.39% | 62 |
|
|
2022
Q1 | $388K | Buy |
77,200
+3,150
| +4% | +$15.8K | 0.18% | 106 |
|
|
2021
Q4 | $515K | Buy |
+74,050
| New | +$515K | 0.21% | 101 |
|