Cetera Investment Advisers’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
35,902
+2,416
| +7% | +$129K | ﹤0.01% | 1871 |
|
|
2025
Q1 | $1.94M | Sell |
33,486
-113
| -0.3% | -$6.56K | ﹤0.01% | 1771 |
|
|
2024
Q4 | $1.73M | Buy |
33,599
+916
| +3% | +$47.1K | ﹤0.01% | 1758 |
|
|
2024
Q3 | $1.75M | Buy |
32,683
+1,782
| +6% | +$95.7K | ﹤0.01% | 1716 |
|
|
2024
Q2 | $1.75M | Buy |
30,901
+8,764
| +40% | +$496K | ﹤0.01% | 1670 |
|
|
2024
Q1 | $1.33M | Buy |
+22,137
| New | +$1.33M | ﹤0.01% | 1853 |
|
|
2023
Q1 | – | Sell |
-7,918
| Closed | -$341K | – | 2218 |
|
|
2022
Q4 | $341K | Buy |
+7,918
| New | +$341K | ﹤0.01% | 1581 |
|
|
2022
Q3 | – | Sell |
-7,605
| Closed | -$283K | – | 1855 |
|
|
2022
Q2 | $283K | Buy |
+7,605
| New | +$283K | ﹤0.01% | 1450 |
|