CoreCap Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Hold |
577
| – | – | ﹤0.01% | 1440 |
|
|
2025
Q1 | $33.5K | Sell |
577
-348
| -38% | -$20.2K | ﹤0.01% | 1337 |
|
|
2024
Q4 | $47.6K | Sell |
925
-40,901
| -98% | -$2.1M | ﹤0.01% | 1197 |
|
|
2024
Q3 | $2.25M | Buy |
41,826
+6,815
| +19% | +$366K | 0.11% | 201 |
|
|
2024
Q2 | $1.98M | Buy |
35,011
+2,359
| +7% | +$133K | 0.21% | 107 |
|
|
2024
Q1 | $1.97M | Sell |
32,652
-1,315
| -4% | -$79.3K | 0.1% | 194 |
|
|
2023
Q4 | $2.04M | Buy |
+33,967
| New | +$2.04M | 0.13% | 157 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1893 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2270 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$41K | – | 1894 |
|
|
2021
Q4 | $41K | Buy |
+1,000
| New | +$41K | ﹤0.01% | 1070 |
|