Anchor Investment Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Hold |
3,000
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $174K | Hold |
3,000
| – | – | 0.02% | 381 |
|
|
2024
Q4 | $154K | Hold |
3,000
| – | – | 0.01% | 400 |
|
|
2024
Q3 | $161K | Hold |
3,000
| – | – | 0.02% | 401 |
|
|
2024
Q2 | $170K | Hold |
3,000
| – | – | 0.02% | 368 |
|
|
2024
Q1 | $181K | Sell |
3,000
-1,000
| -25% | -$60.3K | 0.02% | 370 |
|
|
2023
Q4 | $240K | Sell |
4,000
-2,663
| -40% | -$160K | 0.03% | 323 |
|
|
2023
Q3 | $326K | Hold |
6,663
| – | – | 0.04% | 282 |
|
|
2023
Q2 | $290K | Sell |
6,663
-3,315
| -33% | -$144K | 0.04% | 285 |
|
|
2023
Q1 | $438K | Hold |
9,978
| – | – | 0.06% | 244 |
|
|
2022
Q4 | $430K | Hold |
9,978
| – | – | 0.06% | 240 |
|
|
2022
Q3 | $389K | Hold |
9,978
| – | – | 0.06% | 243 |
|
|
2022
Q2 | $372K | Buy |
9,978
+315
| +3% | +$11.7K | 0.05% | 255 |
|
|
2022
Q1 | $395K | Hold |
9,663
| – | – | 0.05% | 279 |
|
|
2021
Q4 | $395K | Hold |
9,663
| – | – | 0.05% | 281 |
|
|
2021
Q3 | $361K | Sell |
9,663
-500
| -5% | -$18.7K | 0.05% | 273 |
|
|
2021
Q2 | $383K | Hold |
10,163
| – | – | 0.05% | 267 |
|
|
2021
Q1 | $324K | Hold |
10,163
| – | – | 0.05% | 276 |
|
|
2020
Q4 | $292K | Buy |
10,163
+3,500
| +53% | +$101K | 0.05% | 240 |
|
|
2020
Q3 | $163K | Hold |
6,663
| – | – | 0.03% | 308 |
|
|
2020
Q2 | $152K | Hold |
6,663
| – | – | 0.03% | 307 |
|
|
2020
Q1 | $104K | Hold |
6,663
| – | – | 0.03% | 333 |
|
|
2019
Q4 | $204K | Hold |
6,663
| – | – | 0.04% | 292 |
|
|
2019
Q3 | $210K | Hold |
6,663
| – | – | 0.05% | 285 |
|
|
2019
Q2 | $208K | Hold |
6,663
| – | – | 0.05% | 289 |
|
|
2019
Q1 | $208K | Hold |
6,663
| – | – | 0.05% | 279 |
|
|
2018
Q4 | $181K | Buy |
+6,663
| New | +$181K | 0.05% | 285 |
|