Cambridge Investment Research Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
24,423
-809
| -3% | -$43.4K | ﹤0.01% | 1741 |
|
|
2025
Q1 | $1.47M | Buy |
25,232
+1,144
| +5% | +$66.4K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $1.24M | Buy |
24,088
+1,347
| +6% | +$69.3K | ﹤0.01% | 1696 |
|
|
2024
Q3 | $1.22M | Sell |
22,741
-2,732
| -11% | -$147K | ﹤0.01% | 1717 |
|
|
2024
Q2 | $1.44M | Buy |
25,473
+807
| +3% | +$45.6K | 0.01% | 1519 |
|
|
2024
Q1 | $1.49M | Buy |
24,666
+5,934
| +32% | +$358K | 0.01% | 1460 |
|
|
2023
Q4 | $1.12M | Sell |
18,732
-3,397
| -15% | -$204K | ﹤0.01% | 1573 |
|
|
2023
Q3 | $1.08M | Buy |
22,129
+520
| +2% | +$25.4K | 0.01% | 1525 |
|
|
2023
Q2 | $941K | Buy |
21,609
+238
| +1% | +$10.4K | ﹤0.01% | 1655 |
|
|
2023
Q1 | $938K | Buy |
21,371
+339
| +2% | +$14.9K | ﹤0.01% | 1614 |
|
|
2022
Q4 | $907K | Buy |
21,032
+6,496
| +45% | +$280K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $566K | Buy |
14,536
+1,485
| +11% | +$57.8K | ﹤0.01% | 1861 |
|
|
2022
Q2 | $486K | Sell |
13,051
-888
| -6% | -$33.1K | ﹤0.01% | 1988 |
|
|
2022
Q1 | $569K | Buy |
13,939
+1,140
| +9% | +$46.5K | ﹤0.01% | 1999 |
|
|
2021
Q4 | $523K | Buy |
12,799
+3,285
| +35% | +$134K | ﹤0.01% | 2074 |
|
|
2021
Q3 | $355K | Buy |
9,514
+550
| +6% | +$20.5K | ﹤0.01% | 2322 |
|
|
2021
Q2 | $338K | Buy |
8,964
+1,290
| +17% | +$48.6K | ﹤0.01% | 2386 |
|
|
2021
Q1 | $244K | Sell |
7,674
-1,844
| -19% | -$58.6K | ﹤0.01% | 2448 |
|
|
2020
Q4 | $274K | Buy |
9,518
+238
| +3% | +$6.85K | ﹤0.01% | 2223 |
|
|
2020
Q3 | $226K | Buy |
9,280
+51
| +0.6% | +$1.24K | ﹤0.01% | 2159 |
|
|
2020
Q2 | $211K | Buy |
+9,229
| New | +$211K | ﹤0.01% | 2141 |
|
|
2020
Q1 | – | Sell |
-8,004
| Closed | -$245K | – | 2461 |
|
|
2019
Q4 | $245K | Sell |
8,004
-751
| -9% | -$23K | ﹤0.01% | 2060 |
|
|
2019
Q3 | $275K | Sell |
8,755
-425
| -5% | -$13.4K | ﹤0.01% | 1894 |
|
|
2019
Q2 | $287K | Buy |
+9,180
| New | +$287K | ﹤0.01% | 1768 |
|
|
2018
Q2 | – | Sell |
-11,143
| Closed | -$284K | – | 2250 |
|
|
2018
Q1 | $284K | Sell |
11,143
-2,883
| -21% | -$73.5K | ﹤0.01% | 1718 |
|
|
2017
Q4 | $398K | Sell |
14,026
-374
| -3% | -$10.6K | ﹤0.01% | 1455 |
|
|
2017
Q3 | $448K | Buy |
14,400
+574
| +4% | +$17.9K | 0.01% | 1303 |
|
|
2017
Q2 | $423K | Buy |
13,826
+2,102
| +18% | +$64.3K | 0.01% | 1293 |
|
|
2017
Q1 | $283K | Buy |
11,724
+3,743
| +47% | +$90.4K | ﹤0.01% | 1422 |
|
|
2016
Q4 | $215K | Buy |
7,981
+944
| +13% | +$25.4K | ﹤0.01% | 1462 |
|
|
2016
Q3 | $204K | Buy |
+7,037
| New | +$204K | ﹤0.01% | 1544 |
|