Advisory Services Network’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,250
| Closed | -$135K | – | 3420 |
|
|
2023
Q4 | $135K | Buy |
+2,250
| New | +$135K | ﹤0.01% | 1471 |
|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$65.8K | – | 3421 |
|
|
2023
Q1 | $65.8K | Buy |
1,500
+500
| +50% | +$21.9K | ﹤0.01% | 1874 |
|
|
2022
Q4 | $43.1K | Buy |
+1,000
| New | +$43.1K | ﹤0.01% | 2047 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$24K | – | 2378 |
|
|
2017
Q1 | $24K | Buy |
+1,000
| New | +$24K | ﹤0.01% | 1205 |
|
|
2016
Q3 | $29K | Hold |
1,000
| – | – | 0.01% | 1034 |
|
|
2016
Q2 | $30K | Hold |
1,000
| – | – | 0.01% | 927 |
|
|
2016
Q1 | $33K | Buy |
1,000
+150
| +18% | +$4.95K | 0.01% | 779 |
|
|
2015
Q4 | $34K | Buy |
850
+350
| +70% | +$14K | 0.01% | 676 |
|
|
2015
Q3 | $17K | Hold |
500
| – | – | 0.01% | 785 |
|
|
2015
Q2 | $23K | Hold |
500
| – | – | 0.01% | 694 |
|
|
2015
Q1 | $25K | Buy |
+500
| New | +$25K | 0.01% | 639 |
|