Commonwealth Equity Services’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.06M | Buy |
31,651
+2,130
| +7% | +$129K | ﹤0.01% | 1984 |
|
|
2025
Q4 | $1.55M | Buy |
29,521
+1,266
| +4% | +$66.9K | ﹤0.01% | 2198 |
|
|
2025
Q3 | $1.41M | Sell |
28,255
-5,495
| -16% | -$286K | ﹤0.01% | 2305 |
|
|
2025
Q2 | $1.81M | Buy |
33,750
+1,916
| +6% | +$106K | ﹤0.01% | 2057 |
|
|
2025
Q1 | $1.85M | Buy |
31,834
+5,026
| +19% | +$284K | ﹤0.01% | 1968 |
|
|
2024
Q4 | $1.38M | Buy |
26,808
+2,950
| +12% | +$156K | ﹤0.01% | 2153 |
|
|
2024
Q3 | $1.28M | Sell |
23,858
-1,602
| -6% | -$86.9K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $1.44M | Sell |
25,460
-2,864
| -10% | -$156K | ﹤0.01% | 2008 |
|
|
2024
Q1 | $1.71M | Sell |
28,324
-801
| -3% | -$48.4K | ﹤0.01% | 1881 |
|
|
2023
Q4 | $1.75M | Sell |
29,125
-2,572
| -8% | -$137K | ﹤0.01% | 1787 |
|
|
2023
Q3 | $1.55M | Buy |
31,697
+6,338
| +25% | +$288K | ﹤0.01% | 1779 |
|
|
2023
Q2 | $1.1M | Buy |
25,359
+3,034
| +14% | +$134K | ﹤0.01% | 2021 |
|
|
2023
Q1 | $979 | Buy |
22,325
+3,617
| +19% | +$163K | ﹤0.01% | 2061 |
|
|
2022
Q4 | $806K | Buy |
18,708
+1,039
| +6% | +$43.8K | ﹤0.01% | 2104 |
|
|
2022
Q3 | $688K | Buy |
17,669
+1,814
| +11% | +$71.4K | ﹤0.01% | 2171 |
|
|
2022
Q2 | $590K | Buy |
15,855
+1,407
| +10% | +$57.3K | ﹤0.01% | 2293 |
|
|
2022
Q1 | $590K | Sell |
14,448
-735
| -5% | -$31.3K | ﹤0.01% | 2392 |
|
|
2021
Q4 | $619K | Sell |
15,183
-78
| -0.5% | -$3.09K | ﹤0.01% | 2346 |
|
|
2021
Q3 | $569K | Buy |
15,261
+2,001
| +15% | +$74.3K | ﹤0.01% | 2377 |
|
|
2021
Q2 | $499K | Buy |
13,260
+4,087
| +45% | +$145K | ﹤0.01% | 2468 |
|
|
2021
Q1 | $292K | Buy |
9,173
+1,057
| +13% | +$33K | ﹤0.01% | 2790 |
|
|
2020
Q4 | $233K | Sell |
8,116
-3,121
| -28% | -$84.6K | ﹤0.01% | 2794 |
|
|
2020
Q3 | $274K | Buy |
+11,237
| New | +$283K | ﹤0.01% | 2442 |
|
|
2020
Q1 | – | Sell |
-11,302
| Closed | -$345K | – | 2954 |
|
|
2019
Q4 | $345K | Buy |
11,302
+1,960
| +21% | +$61.8K | ﹤0.01% | 2199 |
|
|
2019
Q3 | $293K | Buy |
9,342
+201
| +2% | +$6.41K | ﹤0.01% | 2258 |
|
|
2019
Q2 | $285K | Buy |
9,141
+1,204
| +15% | +$37K | ﹤0.01% | 2234 |
|
|
2019
Q1 | $247K | Sell |
7,937
-227
| -3% | -$6.76K | ﹤0.01% | 2311 |
|
|
2018
Q4 | $221K | Sell |
8,164
-5,062
| -38% | -$141K | ﹤0.01% | 2252 |
|
|
2018
Q3 | $390K | Buy |
13,226
+1,675
| +15% | +$45.1K | ﹤0.01% | 1963 |
|
|
2018
Q2 | $288K | Sell |
11,551
-879
| -7% | -$23.3K | ﹤0.01% | 2156 |
|
|
2018
Q1 | $317K | Sell |
12,430
-640
| -5% | -$18.9K | ﹤0.01% | 2024 |
|
|
2017
Q4 | $371K | Sell |
13,070
-1,976
| -13% | -$59.6K | ﹤0.01% | 1900 |
|
|
2017
Q3 | $468K | Buy |
15,046
+2,649
| +21% | +$82.5K | ﹤0.01% | 1656 |
|
|
2017
Q2 | $379K | Sell |
12,397
-2,512
| -17% | -$74.9K | ﹤0.01% | 1753 |
|
|
2017
Q1 | $360K | Buy |
14,909
+1,184
| +9% | +$31.4K | ﹤0.01% | 1734 |
|
|
2016
Q4 | $369K | Sell |
13,725
-2,749
| -17% | -$71.6K | ﹤0.01% | 1622 |
|
|
2016
Q3 | $478K | Buy |
16,474
+45
| +0.3% | +$1.35K | ﹤0.01% | 1406 |
|
|
2016
Q2 | $492K | Buy |
16,429
+4,561
| +38% | +$149K | ﹤0.01% | 1366 |
|
|
2016
Q1 | $393K | Buy |
+11,868
| New | +$379K | ﹤0.01% | 1455 |
|
|
2015
Q3 | – | Sell |
-14,775
| Closed | -$669K | – | 2223 |
|
|
2015
Q2 | $669K | Hold |
14,775
| – | – | 0.01% | 1173 |
|
|
2015
Q1 | $759K | Hold |
14,775
| – | – | 0.01% | 1099 |
|
|
2014
Q4 | $735K | Buy |
+14,775
| New | +$692K | 0.01% | 1057 |
|
Other funds holding SUN
AA
EIP
CLG
RIA