B. Riley Wealth Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Sell |
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|
2025
Q2 | $503K | Buy |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $585K | Buy |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $893K | Buy |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $489K | Buy |
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|
2019
Q3 | $420K | Buy |
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|
2019
Q2 | $223K | Buy |
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