AE Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,195
| Closed | -$370K | – | 2271 |
|
|
2024
Q4 | $370K | Sell |
7,195
-24,633
| -77% | -$1.27M | ﹤0.01% | 1014 |
|
|
2024
Q3 | $1.71M | Buy |
31,828
+17,048
| +115% | +$915K | 0.02% | 576 |
|
|
2024
Q2 | $836K | Buy |
+14,780
| New | +$836K | 0.01% | 747 |
|
|
2024
Q1 | – | Sell |
-14,935
| Closed | -$870K | – | 1883 |
|
|
2023
Q4 | $870K | Sell |
14,935
-1,753
| -11% | -$102K | ﹤0.01% | 1206 |
|
|
2023
Q3 | $817K | Buy |
16,688
+7,374
| +79% | +$361K | ﹤0.01% | 1178 |
|
|
2023
Q2 | $406K | Sell |
9,314
-15,681
| -63% | -$683K | ﹤0.01% | 1482 |
|
|
2023
Q1 | $1.1M | Sell |
24,995
-13,130
| -34% | -$576K | 0.01% | 1010 |
|
|
2022
Q4 | $1.64M | Buy |
38,125
+14
| +0% | +$603 | 0.01% | 819 |
|
|
2022
Q3 | $1.49M | Buy |
38,111
+623
| +2% | +$24.3K | 0.01% | 799 |
|
|
2022
Q2 | $1.4M | Buy |
37,488
+26,095
| +229% | +$972K | 0.01% | 781 |
|
|
2022
Q1 | $465K | Buy |
11,393
+4,694
| +70% | +$192K | ﹤0.01% | 1255 |
|
|
2021
Q4 | $274K | Buy |
+6,699
| New | +$274K | ﹤0.01% | 1480 |
|