Avantax 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 | $682K | Sell |
12,721
-191
| -1% | -$10.2K | ﹤0.01% | 1396 |
|
|
2025
Q1 | $750K | Buy |
12,912
+812
| +7% | +$47.1K | ﹤0.01% | 1249 |
|
|
2024
Q4 | $622K | Buy |
12,100
+1,048
| +9% | +$53.9K | ﹤0.01% | 1315 |
|
|
2024
Q3 | $593K | Sell |
11,052
-785
| -7% | -$42.1K | ﹤0.01% | 1304 |
|
|
2024
Q2 | $669K | Buy |
11,837
+4,088
| +53% | +$231K | ﹤0.01% | 1191 |
|
|
2024
Q1 | $467K | Sell |
7,749
-701
| -8% | -$42.3K | ﹤0.01% | 1079 |
|
|
2023
Q4 | $506K | Buy |
8,450
+536
| +7% | +$32.1K | 0.01% | 975 |
|
|
2023
Q3 | $387K | Buy |
+7,914
| New | +$387K | ﹤0.01% | 1056 |
|
|
2020
Q4 | – | Sell |
-9,926
| Closed | -$241K | – | 1319 |
|
|
2020
Q3 | $241K | Buy |
+9,926
| New | +$241K | ﹤0.01% | 1134 |
|