Barnett & Company’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 | $2.1M | Sell |
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|
2025
Q2 | $2.27M | Hold |
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|
2025
Q1 | $2.46M | Sell |
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|
2024
Q4 | $2.58M | Sell |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.99M | Sell |
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|
2024
Q1 | $3.23M | Sell |
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|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $3.12M | Sell |
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|
2023
Q2 | $2.82M | Hold |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.71M | Sell |
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|
2022
Q2 | $2.95M | Sell |
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|
2022
Q1 | $3.25M | Buy |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $3.01M | Buy |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $2.32M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $12K | Buy |
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