Advisory Research’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $8.34M | Hold |
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|
2019
Q1 | $8.31M | Buy |
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|
2018
Q4 | $7.23M | Hold |
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|
2018
Q3 | $7.86M | Hold |
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|
2018
Q2 | $6.64M | Hold |
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|
2018
Q1 | $6.78M | Sell |
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|
2017
Q4 | $8.37M | Hold |
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|
2017
Q3 | $9.17M | Hold |
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|
2017
Q2 | $9.02M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $48.3M | Sell |
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|
2016
Q2 | $49.9M | Sell |
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|
2016
Q1 | $53.6M | Sell |
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|
2015
Q4 | $72.9M | Buy |
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|
2015
Q3 | $24.5M | Sell |
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|
2015
Q2 | $37.8M | Buy |
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|
2015
Q1 | $41.1M | Sell |
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|
2014
Q4 | $45.1M | Buy |
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|
2014
Q3 | $32M | Buy |
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|
2014
Q2 | $6.29M | Buy |
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|
2014
Q1 | $130K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.81M | Buy |
|