Advisors Asset Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
50,528
+1,005
| +2% | +$53.9K | 0.05% | 491 |
|
|
2025
Q1 | $2.88M | Buy |
49,523
+1,607
| +3% | +$93.3K | 0.05% | 463 |
|
|
2024
Q4 | $2.46M | Buy |
47,916
+3,211
| +7% | +$165K | 0.05% | 510 |
|
|
2024
Q3 | $2.4M | Sell |
44,705
-3,543
| -7% | -$190K | 0.04% | 512 |
|
|
2024
Q2 | $2.73M | Buy |
48,248
+42,108
| +686% | +$2.38M | 0.05% | 455 |
|
|
2024
Q1 | $370K | Buy |
+6,140
| New | +$370K | 0.01% | 992 |
|