Carson Wealth (CWM LLC)’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
392
+14
| +4% | +$750 | ﹤0.01% | 3881 |
|
|
2025
Q1 | $22K | Buy |
378
+98
| +35% | +$5.7K | ﹤0.01% | 3611 |
|
|
2024
Q4 | $14K | Buy |
280
+279
| +27,900% | +$14K | ﹤0.01% | 3688 |
|
|
2024
Q3 | $0 | Sell |
1
-105
| -99% | – | ﹤0.01% | 5139 |
|
|
2024
Q2 | $6K | Buy |
106
+2
| +2% | +$113 | ﹤0.01% | 3810 |
|
|
2024
Q1 | $6K | Buy |
104
+1
| +1% | +$58 | ﹤0.01% | 3607 |
|
|
2023
Q4 | $6K | Sell |
103
-98
| -49% | -$5.71K | ﹤0.01% | 3457 |
|
|
2023
Q3 | $10K | Sell |
201
-500
| -71% | -$24.9K | ﹤0.01% | 3143 |
|
|
2023
Q2 | $31K | Buy |
701
+199
| +40% | +$8.8K | ﹤0.01% | 2350 |
|
|
2023
Q1 | $22K | Buy |
502
+500
| +25,000% | +$21.9K | ﹤0.01% | 2446 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 4230 |
|
|
2022
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 4154 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4062 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3838 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3620 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2963 |
|
|
2019
Q1 | $0 | Sell |
1
-344
| -100% | – | ﹤0.01% | 3225 |
|
|
2018
Q4 | $9K | Hold |
345
| – | – | ﹤0.01% | 1377 |
|
|
2018
Q3 | $10K | Buy |
+345
| New | +$10K | ﹤0.01% | 1156 |
|