Ameritas Advisory Services’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
5,187
+193
| +4% | +$10.3K | 0.01% | 646 |
|
|
2025
Q1 | $276K | Buy |
4,994
+54
| +1% | +$2.99K | 0.01% | 723 |
|
|
2024
Q4 | $254K | Buy |
4,940
+282
| +6% | +$14.5K | 0.01% | 762 |
|
|
2024
Q3 | $250K | Buy |
4,658
+491
| +12% | +$26.4K | 0.01% | 733 |
|
|
2024
Q2 | $236K | Buy |
+4,167
| New | +$236K | 0.01% | 809 |
|
|
2024
Q1 | – | Sell |
-4,133
| Closed | -$249K | – | 909 |
|
|
2023
Q4 | $249K | Sell |
4,133
-77
| -2% | -$4.64K | 0.01% | 605 |
|
|
2023
Q3 | $209K | Buy |
+4,210
| New | +$209K | 0.01% | 742 |
|
|
2023
Q2 | – | Sell |
-4,111
| Closed | -$185K | – | 2290 |
|
|
2023
Q1 | $185K | Buy |
+4,111
| New | +$185K | 0.01% | 788 |
|