Baker Avenue Asset Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Hold |
10,000
| – | – | 0.02% | 292 |
|
|
2025
Q1 | $581K | Hold |
10,000
| – | – | 0.02% | 284 |
|
|
2024
Q4 | $514K | Hold |
10,000
| – | – | 0.02% | 287 |
|
|
2024
Q3 | $537K | Sell |
10,000
-3,000
| -23% | -$161K | 0.02% | 280 |
|
|
2024
Q2 | $735K | Hold |
13,000
| – | – | 0.03% | 239 |
|
|
2024
Q1 | $784K | Hold |
13,000
| – | – | 0.03% | 228 |
|
|
2023
Q4 | $779K | Hold |
13,000
| – | – | 0.03% | 228 |
|
|
2023
Q3 | $636K | Buy |
13,000
+3,000
| +30% | +$147K | 0.03% | 244 |
|
|
2023
Q2 | $436K | Buy |
+10,000
| New | +$436K | 0.02% | 278 |
|