Baird Financial Group’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Sell |
16,266
-356
| -2% | -$19.1K | ﹤0.01% | 1249 |
|
|
2025
Q1 | $965K | Buy |
16,622
+320
| +2% | +$18.6K | ﹤0.01% | 1190 |
|
|
2024
Q4 | $839K | Sell |
16,302
-1,684
| -9% | -$86.6K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $965K | Sell |
17,986
-532
| -3% | -$28.6K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $1.05M | Sell |
18,518
-4,693
| -20% | -$265K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $1.4M | Sell |
23,211
-3,414
| -13% | -$206K | ﹤0.01% | 1057 |
|
|
2023
Q4 | $1.6M | Sell |
26,625
-811
| -3% | -$48.6K | ﹤0.01% | 998 |
|
|
2023
Q3 | $1.34M | Buy |
27,436
+165
| +0.6% | +$8.08K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $1.19M | Buy |
27,271
+870
| +3% | +$37.9K | ﹤0.01% | 1063 |
|
|
2023
Q1 | $1.16M | Sell |
26,401
-354
| -1% | -$15.5K | ﹤0.01% | 1060 |
|
|
2022
Q4 | $1.15M | Sell |
26,755
-1,213
| -4% | -$52.3K | ﹤0.01% | 1031 |
|
|
2022
Q3 | $1.09M | Hold |
27,968
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q2 | $1.04M | Sell |
27,968
-1,370
| -5% | -$51K | ﹤0.01% | 1069 |
|
|
2022
Q1 | $1.2M | Sell |
29,338
-11,257
| -28% | -$460K | ﹤0.01% | 1068 |
|
|
2021
Q4 | $1.66M | Buy |
40,595
+10,686
| +36% | +$436K | ﹤0.01% | 1005 |
|
|
2021
Q3 | $1.12M | Buy |
+29,909
| New | +$1.12M | ﹤0.01% | 1162 |
|