AE Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $370K | Sell |
|
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|
2024
Q3 | $1.71M | Buy |
|
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|
2024
Q2 | $836K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $870K | Sell |
|
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|
2023
Q3 | $817K | Buy |
|
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|
2023
Q2 | $406K | Sell |
|
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|
2023
Q1 | $1.1M | Sell |
|
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|
2022
Q4 | $1.64M | Buy |
|
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|
2022
Q3 | $1.49M | Buy |
|
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $274K | Buy |
|