Coastline Trust’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65K | Hold |
180
| – | – | ﹤0.01% | 348 |
|
|
2025
Q1 | $10.5K | Hold |
180
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $9.26K | Hold |
180
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $9.66K | Buy |
+180
| New | +$9.66K | ﹤0.01% | 384 |
|
|
2020
Q2 | – | Sell |
-15,320
| Closed | -$240K | – | 310 |
|
|
2020
Q1 | $240K | Buy |
15,320
+405
| +3% | +$6.35K | 0.04% | 280 |
|
|
2019
Q4 | $456K | Buy |
14,915
+2,320
| +18% | +$70.9K | 0.06% | 259 |
|
|
2019
Q3 | $396K | Buy |
+12,595
| New | +$396K | 0.06% | 261 |
|