Carnegie Investment Counsel’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 | $270K | Sell |
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|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $205K | Hold |
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|
2015
Q4 | $212K | Buy |
|