Concourse Financial Group Securities’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7388 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7815 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7809 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7815 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7813 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7748 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7555 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7369 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7111 |
|
|
2022
Q4 | – | Sell |
-478
| Closed | -$19K | – | 7125 |
|
|
2022
Q3 | $19K | Hold |
478
| – | – | ﹤0.01% | 1324 |
|
|
2022
Q2 | $18K | Hold |
478
| – | – | ﹤0.01% | 1489 |
|
|
2022
Q1 | $20K | Hold |
478
| – | – | ﹤0.01% | 1488 |
|
|
2021
Q4 | $20K | Hold |
478
| – | – | ﹤0.01% | 1640 |
|
|
2021
Q3 | $18K | Hold |
478
| – | – | ﹤0.01% | 1697 |
|
|
2021
Q2 | $18K | Buy |
+478
| New | +$18K | ﹤0.01% | 1680 |
|
|
2021
Q1 | – | Sell |
-151
| Closed | -$4K | – | 6002 |
|
|
2020
Q4 | $4K | Buy |
151
+1
| +0.7% | +$26 | ﹤0.01% | 1989 |
|
|
2020
Q3 | $4K | Buy |
150
+2
| +1% | +$53 | ﹤0.01% | 1885 |
|
|
2020
Q2 | $3K | Buy |
148
+2
| +1% | +$41 | ﹤0.01% | 1847 |
|
|
2020
Q1 | $2K | Buy |
146
+1
| +0.7% | +$14 | ﹤0.01% | 1929 |
|
|
2019
Q4 | $4K | Buy |
145
+53
| +58% | +$1.46K | ﹤0.01% | 1713 |
|
|
2019
Q3 | $3K | Sell |
92
-50
| -35% | -$1.63K | ﹤0.01% | 1470 |
|
|
2019
Q2 | $4K | Buy |
142
+1
| +0.7% | +$28 | ﹤0.01% | 1831 |
|
|
2019
Q1 | $4K | Buy |
141
+2
| +1% | +$57 | ﹤0.01% | 1851 |
|
|
2018
Q4 | $3K | Buy |
+139
| New | +$3K | ﹤0.01% | 1850 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4869 |
|