Allworth Financial’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
5,235
+4,310
| +466% | +$231K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $54.4K | Sell |
925
-798
| -46% | -$46.9K | ﹤0.01% | 1507 |
|
|
2024
Q4 | $95K | Buy |
1,723
+819
| +91% | +$45.2K | ﹤0.01% | 1281 |
|
|
2024
Q3 | $48.5K | Sell |
904
-78
| -8% | -$4.19K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $56.7K | Buy |
982
+282
| +40% | +$16.3K | ﹤0.01% | 1322 |
|
|
2024
Q1 | $42.2K | Hold |
700
| – | – | ﹤0.01% | 1368 |
|
|
2023
Q4 | $42K | Buy |
700
+500
| +250% | +$30K | ﹤0.01% | 1258 |
|
|
2023
Q3 | $9.79K | Hold |
200
| – | – | ﹤0.01% | 1851 |
|
|
2023
Q2 | $8.71K | Hold |
200
| – | – | ﹤0.01% | 1904 |
|
|
2023
Q1 | $8.78K | Hold |
200
| – | – | ﹤0.01% | 1840 |
|
|
2022
Q4 | $8.62K | Hold |
200
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1760 |
|