CAPTRUST Financial Advisors’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 | $2.05M | Sell |
|
|||||
|
2025
Q2 | $2.24M | Sell |
|
|||||
|
2025
Q1 | $2.45M | Sell |
|
|||||
|
2024
Q4 | $3.18M | Sell |
|
|||||
|
2024
Q3 | $4.04M | Sell |
|
|||||
|
2024
Q2 | $10.7M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $87K | Sell |
|
|||||
|
2022
Q1 | $104K | Buy |
|
|||||
|
2021
Q4 | $65K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $9K | Hold |
|
|||||
|
2021
Q1 | $8K | Hold |
|
|||||
|
2020
Q4 | $7K | Sell |
|
|||||
|
2020
Q3 | $12K | Buy |
|
|||||
|
2020
Q2 | $10K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $79K | Buy |
|