B. Riley Wealth Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
+9,387
| New | +$503K | 0.02% | 514 |
|
|
2024
Q4 | $542K | Sell |
10,537
-100
| -0.9% | -$5.14K | 0.02% | 670 |
|
|
2024
Q3 | $570K | Buy |
10,637
+190
| +2% | +$10.2K | 0.02% | 696 |
|
|
2024
Q2 | $591K | Buy |
10,447
+570
| +6% | +$32.2K | 0.02% | 740 |
|
|
2024
Q1 | $483K | Buy |
9,877
+498
| +5% | +$24.4K | 0.01% | 810 |
|
|
2023
Q4 | $562K | Sell |
9,379
-498
| -5% | -$29.8K | 0.02% | 754 |
|
|
2023
Q3 | $483K | Sell |
9,877
-1,774
| -15% | -$86.8K | 0.01% | 810 |
|
|
2023
Q2 | $508K | Sell |
11,651
-1,721
| -13% | -$75K | 0.01% | 845 |
|
|
2023
Q1 | $587K | Sell |
13,372
-195
| -1% | -$8.56K | 0.02% | 739 |
|
|
2022
Q4 | $585K | Buy |
13,567
+1,710
| +14% | +$73.7K | 0.02% | 728 |
|
|
2022
Q3 | $463K | Buy |
11,857
+47
| +0.4% | +$1.84K | 0.01% | 790 |
|
|
2022
Q2 | $440K | Buy |
11,810
+904
| +8% | +$33.7K | 0.02% | 713 |
|
|
2022
Q1 | $446K | Sell |
10,906
-19,144
| -64% | -$783K | 0.01% | 813 |
|
|
2021
Q4 | $1.23M | Buy |
30,050
+927
| +3% | +$37.9K | 0.04% | 468 |
|
|
2021
Q3 | $1.09M | Buy |
29,123
+893
| +3% | +$33.3K | 0.03% | 494 |
|
|
2021
Q2 | $1.07M | Buy |
28,230
+198
| +0.7% | +$7.47K | 0.03% | 494 |
|
|
2021
Q1 | $893K | Buy |
28,032
+9,235
| +49% | +$294K | 0.03% | 516 |
|
|
2020
Q4 | $541K | Buy |
18,797
+1,162
| +7% | +$33.4K | 0.03% | 519 |
|
|
2020
Q3 | $430K | Buy |
17,635
+1,208
| +7% | +$29.5K | 0.02% | 591 |
|
|
2020
Q2 | $376K | Buy |
16,427
+1,060
| +7% | +$24.3K | 0.03% | 548 |
|
|
2020
Q1 | $241K | Sell |
15,367
-601
| -4% | -$9.43K | 0.02% | 605 |
|
|
2019
Q4 | $489K | Buy |
15,968
+2,635
| +20% | +$80.7K | 0.04% | 443 |
|
|
2019
Q3 | $420K | Buy |
13,333
+6,210
| +87% | +$196K | 0.04% | 459 |
|
|
2019
Q2 | $223K | Buy |
+7,123
| New | +$223K | 0.02% | 676 |
|