CIG
Cascade Investment Group’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
24,875
-600
| -2% | -$32.2K | 0.93% | 29 |
|
|
2025
Q1 | $1.48M | Sell |
25,475
-605
| -2% | -$35.1K | 1.14% | 23 |
|
|
2024
Q4 | $1.34M | Sell |
26,080
-1,700
| -6% | -$87.4K | 0.96% | 29 |
|
|
2024
Q3 | $1.49M | Sell |
27,780
-1,250
| -4% | -$67.1K | 1.09% | 20 |
|
|
2024
Q2 | $1.64M | Sell |
29,030
-1,285
| -4% | -$72.7K | 1.28% | 18 |
|
|
2024
Q1 | $1.83M | Sell |
30,315
-700
| -2% | -$42.2K | 1.37% | 17 |
|
|
2023
Q4 | $1.86M | Hold |
31,015
| – | – | 1.5% | 14 |
|
|
2023
Q3 | $1.52M | Hold |
31,015
| – | – | 1.43% | 18 |
|
|
2023
Q2 | $1.35M | Sell |
31,015
-150
| -0.5% | -$6.53K | 1.24% | 19 |
|
|
2023
Q1 | $1.37M | Sell |
31,165
-1,100
| -3% | -$48.3K | 1.35% | 17 |
|
|
2022
Q4 | $1.39M | Buy |
+32,265
| New | +$1.39M | 1.45% | 15 |
|