Advisor Group’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $271K | Sell |
8,868
-747
| -8% | -$22.8K | ﹤0.01% | 2154 |
|
|
2019
Q3 | $303K | Buy |
9,615
+122
| +1% | +$3.85K | ﹤0.01% | 2004 |
|
|
2019
Q2 | $297K | Buy |
9,493
+414
| +5% | +$13K | ﹤0.01% | 2012 |
|
|
2019
Q1 | $283K | Buy |
9,079
+292
| +3% | +$9.1K | ﹤0.01% | 2010 |
|
|
2018
Q4 | $238K | Buy |
8,787
+200
| +2% | +$5.42K | ﹤0.01% | 1962 |
|
|
2018
Q3 | $253K | Buy |
8,587
+3,026
| +54% | +$89.2K | ﹤0.01% | 1987 |
|
|
2018
Q2 | $138K | Buy |
5,561
+3,514
| +172% | +$87.2K | ﹤0.01% | 2255 |
|
|
2018
Q1 | $52K | Sell |
2,047
-1,577
| -44% | -$40.1K | ﹤0.01% | 3032 |
|
|
2017
Q4 | $104K | Buy |
3,624
+718
| +25% | +$20.6K | ﹤0.01% | 2540 |
|
|
2017
Q3 | $90K | Sell |
2,906
-320
| -10% | -$9.91K | ﹤0.01% | 2501 |
|
|
2017
Q2 | $98K | Sell |
3,226
-4,212
| -57% | -$128K | ﹤0.01% | 2325 |
|
|
2017
Q1 | $179K | Buy |
7,438
+2,295
| +45% | +$55.2K | ﹤0.01% | 1751 |
|
|
2016
Q4 | $138K | Buy |
5,143
+2,203
| +75% | +$59.1K | ﹤0.01% | 1846 |
|
|
2016
Q3 | $85K | Buy |
2,940
+1,634
| +125% | +$47.2K | ﹤0.01% | 2117 |
|
|
2016
Q2 | $38K | Buy |
+1,306
| New | +$38K | ﹤0.01% | 2617 |
|