Atria Investments’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,048
| Closed | -$325K | – | 1978 |
|
|
2024
Q3 | $325K | Sell |
6,048
-215
| -3% | -$11.5K | ﹤0.01% | 1582 |
|
|
2024
Q2 | $354K | Buy |
+6,263
| New | +$354K | ﹤0.01% | 1490 |
|
|
2018
Q1 | – | Sell |
-7,169
| Closed | -$204K | – | 911 |
|
|
2017
Q4 | $204K | Sell |
7,169
-1,268
| -15% | -$36.1K | 0.01% | 769 |
|
|
2017
Q3 | $262K | Sell |
8,437
-615
| -7% | -$19.1K | 0.01% | 644 |
|
|
2017
Q2 | $277K | Sell |
9,052
-2,341
| -21% | -$71.6K | 0.02% | 590 |
|
|
2017
Q1 | $275K | Buy |
11,393
+233
| +2% | +$5.62K | 0.02% | 550 |
|
|
2016
Q4 | $300K | Sell |
11,160
-1,087
| -9% | -$29.2K | 0.02% | 468 |
|
|
2016
Q3 | $355K | Sell |
12,247
-309
| -2% | -$8.96K | 0.03% | 370 |
|
|
2016
Q2 | $348K | Sell |
12,556
-1,667
| -12% | -$46.2K | 0.04% | 339 |
|
|
2016
Q1 | $471K | Buy |
+14,223
| New | +$471K | 0.05% | 257 |
|