Avior Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-500
| Closed | -$25.7K | – | 2138 |
|
|
2024
Q4 | $25.7K | Hold |
500
| – | – | ﹤0.01% | 1357 |
|
|
2024
Q3 | $26.8K | Hold |
500
| – | – | ﹤0.01% | 1311 |
|
|
2024
Q2 | $28.3K | Hold |
500
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q1 | $30.1K | Hold |
500
| – | – | ﹤0.01% | 1442 |
|
|
2023
Q4 | $30K | Hold |
500
| – | – | ﹤0.01% | 820 |
|
|
2023
Q3 | $24.5K | Hold |
500
| – | – | ﹤0.01% | 913 |
|
|
2023
Q2 | $21.8K | Hold |
500
| – | – | ﹤0.01% | 922 |
|
|
2023
Q1 | $21.9K | Hold |
500
| – | – | ﹤0.01% | 932 |
|
|
2022
Q4 | $21.6K | Hold |
500
| – | – | ﹤0.01% | 745 |
|
|
2022
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 748 |
|
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 692 |
|
|
2022
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 714 |
|
|
2021
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 711 |
|
|
2021
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 694 |
|
|
2021
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 664 |
|
|
2021
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 697 |
|
|
2020
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 667 |
|
|
2020
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 665 |
|
|
2020
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 659 |
|
|
2020
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 614 |
|
|
2019
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 563 |
|
|
2019
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 551 |
|
|
2019
Q2 | $16K | Buy |
+500
| New | +$15.3K | ﹤0.01% | 555 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$2K | – | 770 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 721 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 674 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 682 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2017
Q1 | $2K | Buy |
100
+55
| +122% | +$1.46K | ﹤0.01% | 459 |
|
|
2016
Q4 | $1K | Buy |
45
+5
| +13% | +$130 | ﹤0.01% | 483 |
|
|
2016
Q3 | $1K | Buy |
+40
| New | +$1.2K | ﹤0.01% | 444 |
|
Other funds holding SUN
AA
EIP
TCA
Avior Wealth Management's SUN Position: Q1 2025 in Review
Avior Wealth Management sold out of Sunoco (SUN) in Q1 2025, closing a stake of 500 shares — an estimated $25.7K sold.
Avior Wealth Management first reported a position in SUN in Q3 2016 and held it in 31 quarters. The position peaked at $30.1K in Q1 2024. 290 funds tracked by Wall St. Rank hold SUN as of Q1 2025.
- Avior Wealth Management reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
- Avior Wealth Management sold 500 Sunoco shares in Q1 2025, an estimated $25.7K.
- Avior Wealth Management first reported a position in Sunoco in Q3 2016 and held it in 31 quarters.
- Avior Wealth Management's Sunoco position peaked at $30.1K in Q1 2024.
- 290 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.
Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.