CIBC Private Wealth Group’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Buy |
126,245
+1,056
| +0.8% | +$56.6K | 0.01% | 387 |
|
|
2025
Q1 | $6.31M | Sell |
125,189
-106,162
| -46% | -$5.35M | 0.01% | 371 |
|
|
2024
Q4 | $12.1M | Buy |
231,351
+230,634
| +32,167% | +$12.1M | 0.02% | 319 |
|
|
2024
Q3 | $38.5K | Buy |
717
+417
| +139% | +$22.4K | ﹤0.01% | 1869 |
|
|
2024
Q2 | $16.9K | Buy |
300
+100
| +50% | +$5.62K | ﹤0.01% | 2095 |
|
|
2024
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 2210 |
|
|
2018
Q3 | – | Sell |
-620
| Closed | -$15K | – | 1632 |
|
|
2018
Q2 | $15K | Sell |
620
-340
| -35% | -$8.23K | ﹤0.01% | 1479 |
|
|
2018
Q1 | $24K | Sell |
960
-103,744
| -99% | -$2.59M | ﹤0.01% | 1347 |
|
|
2017
Q4 | $2.97M | Buy |
+104,704
| New | +$2.97M | 0.01% | 427 |
|
|
2015
Q2 | – | Sell |
-18,122
| Closed | -$931K | – | 633 |
|
|
2015
Q1 | $931K | Buy |
+18,122
| New | +$931K | 0.01% | 473 |
|