Brown Advisory’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 | $549K | Sell |
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|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $637K | Hold |
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|
2024
Q4 | $564K | Hold |
|
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|
2024
Q3 | $589K | Hold |
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|
2024
Q2 | $620K | Buy |
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|
2024
Q1 | $262K | Hold |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $202K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $6.38M | Buy |
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|
2013
Q4 | $5.46M | Buy |
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|
2013
Q3 | $4.63M | Buy |
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|
2013
Q2 | $3.95M | Buy |
|