Bartlett & Co Wealth 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 | $17.7K | Hold |
330
| – | – | ﹤0.01% | 834 |
|
|
2025
Q1 | $19.2K | Hold |
330
| – | – | ﹤0.01% | 821 |
|
|
2024
Q4 | $17K | Hold |
330
| – | – | ﹤0.01% | 832 |
|
|
2024
Q3 | $17.7K | Hold |
330
| – | – | ﹤0.01% | 833 |
|
|
2024
Q2 | $18.7K | Hold |
330
| – | – | ﹤0.01% | 825 |
|
|
2024
Q1 | $19.9K | Hold |
330
| – | – | ﹤0.01% | 815 |
|
|
2023
Q4 | $20.6K | Hold |
330
| – | – | ﹤0.01% | 879 |
|
|
2023
Q3 | $16.2K | Hold |
330
| – | – | ﹤0.01% | 860 |
|
|
2023
Q2 | $14.4K | Buy |
+330
| New | +$14.4K | ﹤0.01% | 870 |
|