American Portfolios Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $179K | Sell |
4,600
-209
| -4% | -$8.15K | 0.01% | 1055 |
|
|
2022
Q2 | $179K | Hold |
4,809
| – | – | 0.01% | 1093 |
|
|
2022
Q1 | $196K | Buy |
4,809
+209
| +5% | +$8.54K | 0.01% | 1164 |
|
|
2021
Q4 | $188K | Buy |
4,600
+200
| +5% | +$8.17K | 0.01% | 1192 |
|
|
2021
Q3 | $164K | Hold |
4,400
| – | – | 0.01% | 1210 |
|
|
2021
Q2 | $166K | Buy |
4,400
+100
| +2% | +$3.77K | 0.01% | 1193 |
|
|
2021
Q1 | $137K | Buy |
4,300
+200
| +5% | +$6.37K | 0.01% | 1199 |
|
|
2020
Q4 | $118K | Sell |
4,100
-1,797
| -30% | -$51.7K | 0.01% | 1087 |
|
|
2020
Q3 | $144K | Buy |
5,897
+1,947
| +49% | +$47.5K | 0.01% | 933 |
|
|
2020
Q2 | $90.2K | Buy |
3,950
+100
| +3% | +$2.28K | 0.01% | 1034 |
|
|
2020
Q1 | $60.2K | Buy |
3,850
+700
| +22% | +$10.9K | 0.01% | 1088 |
|
|
2019
Q4 | $96.4K | Buy |
3,150
+100
| +3% | +$3.06K | 0.01% | 1048 |
|
|
2019
Q3 | $95.9K | Hold |
3,050
| – | – | 0.01% | 1017 |
|
|
2019
Q2 | $95.4K | Hold |
3,050
| – | – | 0.01% | 1006 |
|
|
2019
Q1 | $95K | Buy |
3,050
+200
| +7% | +$6.23K | 0.01% | 922 |
|
|
2018
Q4 | $77.5K | Sell |
2,850
-250
| -8% | -$6.8K | 0.01% | 835 |
|
|
2018
Q3 | $91.6K | Hold |
3,100
| – | – | 0.01% | 871 |
|
|
2018
Q2 | $77.4K | Sell |
3,100
-500
| -14% | -$12.5K | 0.01% | 905 |
|
|
2018
Q1 | $91.8K | Buy |
3,600
+3,100
| +620% | +$79.1K | 0.01% | 785 |
|
|
2017
Q4 | $14.2K | Buy |
+500
| New | +$14.2K | ﹤0.01% | 1455 |
|