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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $645K | Buy |
9,719
+300
| +3% | +$18.2K | 0.04% | 385 |
|
|
2025
Q4 | $494K | Buy |
9,419
+122
| +1% | +$6.45K | 0.02% | 523 |
|
|
2025
Q3 | $465K | Sell |
9,297
-90
| -1% | -$4.68K | 0.02% | 555 |
|
|
2025
Q2 | $503K | Buy |
+9,387
| New | +$518K | 0.02% | 525 |
|
|
2024
Q4 | $542K | Sell |
10,537
-100
| -0.9% | -$5.29K | 0.02% | 670 |
|
|
2024
Q3 | $570K | Buy |
10,637
+190
| +2% | +$10.3K | 0.02% | 696 |
|
|
2024
Q2 | $591K | Buy |
10,447
+570
| +6% | +$31.1K | 0.02% | 740 |
|
|
2024
Q1 | $483K | Buy |
9,877
+498
| +5% | +$30.1K | 0.01% | 810 |
|
|
2023
Q4 | $562K | Sell |
9,379
-498
| -5% | -$26.5K | 0.02% | 754 |
|
|
2023
Q3 | $483K | Sell |
9,877
-1,774
| -15% | -$80.6K | 0.01% | 810 |
|
|
2023
Q2 | $508K | Sell |
11,651
-1,721
| -13% | -$76.2K | 0.01% | 845 |
|
|
2023
Q1 | $587K | Sell |
13,372
-195
| -1% | -$8.79K | 0.02% | 739 |
|
|
2022
Q4 | $585K | Buy |
13,567
+1,710
| +14% | +$72.2K | 0.02% | 728 |
|
|
2022
Q3 | $463K | Buy |
11,857
+47
| +0.4% | +$1.85K | 0.01% | 790 |
|
|
2022
Q2 | $440K | Buy |
11,810
+904
| +8% | +$36.8K | 0.02% | 713 |
|
|
2022
Q1 | $446K | Sell |
10,906
-19,144
| -64% | -$815K | 0.01% | 813 |
|
|
2021
Q4 | $1.23M | Buy |
30,050
+927
| +3% | +$36.8K | 0.04% | 468 |
|
|
2021
Q3 | $1.09M | Buy |
29,123
+893
| +3% | +$33.2K | 0.03% | 494 |
|
|
2021
Q2 | $1.06M | Buy |
28,230
+198
| +0.7% | +$7.03K | 0.03% | 494 |
|
|
2021
Q1 | $893K | Buy |
28,032
+9,235
| +49% | +$289K | 0.03% | 516 |
|
|
2020
Q4 | $541K | Buy |
18,797
+1,162
| +7% | +$31.5K | 0.03% | 519 |
|
|
2020
Q3 | $430K | Buy |
17,635
+1,208
| +7% | +$30.4K | 0.02% | 591 |
|
|
2020
Q2 | $376K | Buy |
16,427
+1,060
| +7% | +$24.6K | 0.03% | 548 |
|
|
2020
Q1 | $241K | Sell |
15,367
-601
| -4% | -$16.1K | 0.02% | 605 |
|
|
2019
Q4 | $489K | Buy |
15,968
+2,635
| +20% | +$83K | 0.04% | 443 |
|
|
2019
Q3 | $420K | Buy |
13,333
+6,210
| +87% | +$198K | 0.04% | 459 |
|
|
2019
Q2 | $223K | Buy |
+7,123
| New | +$219K | 0.02% | 676 |
|
Other funds holding SUN
AA
EIP
CLG
RIA