Creative Planning’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 | $2.36M | Sell |
36,334
-1,928
| -5% | -$117K | ﹤0.01% | 1771 |
|
|
2025
Q4 | $2.01M | Buy |
38,262
+915
| +2% | +$48.3K | ﹤0.01% | 1733 |
|
|
2025
Q3 | $1.87M | Buy |
37,347
+706
| +2% | +$36.7K | ﹤0.01% | 1608 |
|
|
2025
Q2 | $1.96M | Buy |
36,641
+40
| +0.1% | +$2.21K | ﹤0.01% | 1326 |
|
|
2025
Q1 | $2.13M | Buy |
36,601
+10,583
| +41% | +$599K | ﹤0.01% | 1133 |
|
|
2024
Q4 | $1.34M | Sell |
26,018
-4,632
| -15% | -$245K | ﹤0.01% | 1425 |
|
|
2024
Q3 | $1.65M | Buy |
30,650
+4,632
| +18% | +$251K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $1.47M | Sell |
26,018
-1,595
| -6% | -$87K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $1.66M | Buy |
27,613
+7,951
| +40% | +$481K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $1.18M | Buy |
19,662
+1,684
| +9% | +$89.6K | ﹤0.01% | 1153 |
|
|
2023
Q3 | $880K | Sell |
17,978
-4,011
| -18% | -$182K | ﹤0.01% | 1225 |
|
|
2023
Q2 | $958K | Buy |
21,989
+10,098
| +85% | +$447K | ﹤0.01% | 1149 |
|
|
2023
Q1 | $522K | Sell |
11,891
-10,078
| -46% | -$454K | ﹤0.01% | 1438 |
|
|
2022
Q4 | $947K | Buy |
21,969
+3,269
| +17% | +$138K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $729K | Buy |
18,700
+5,400
| +41% | +$212K | ﹤0.01% | 1115 |
|
|
2022
Q2 | $495K | Buy |
13,300
+100
| +0.8% | +$4.07K | ﹤0.01% | 1323 |
|
|
2022
Q1 | $539K | Buy |
13,200
+1,300
| +11% | +$55.3K | ﹤0.01% | 1289 |
|
|
2021
Q4 | $486K | Sell |
11,900
-400
| -3% | -$15.9K | ﹤0.01% | 1318 |
|
|
2021
Q3 | $459K | Buy |
12,300
+400
| +3% | +$14.9K | ﹤0.01% | 1350 |
|
|
2021
Q2 | $449K | Sell |
11,900
-5,138
| -30% | -$182K | ﹤0.01% | 1344 |
|
|
2021
Q1 | $542K | Buy |
17,038
+68
| +0.4% | +$2.12K | ﹤0.01% | 1385 |
|
|
2020
Q4 | $488K | Buy |
16,970
+1,290
| +8% | +$35K | ﹤0.01% | 1332 |
|
|
2020
Q3 | $382K | Buy |
15,680
+2,657
| +20% | +$66.9K | ﹤0.01% | 1271 |
|
|
2020
Q2 | $297K | Sell |
13,023
-193
| -1% | -$4.49K | ﹤0.01% | 1310 |
|
|
2020
Q1 | $207K | Buy |
13,216
+5
| +0% | +$134 | ﹤0.01% | 1377 |
|
|
2019
Q4 | $404K | Sell |
13,211
-1,099
| -8% | -$34.6K | ﹤0.01% | 1229 |
|
|
2019
Q3 | $450K | Sell |
14,310
-1,490
| -9% | -$47.5K | ﹤0.01% | 1128 |
|
|
2019
Q2 | $494K | Buy |
15,800
+1,400
| +10% | +$43K | ﹤0.01% | 1082 |
|
|
2019
Q1 | $449K | Sell |
14,400
-10,200
| -41% | -$304K | ﹤0.01% | 1097 |
|
|
2018
Q4 | $669K | Buy |
24,600
+2,067
| +9% | +$57.7K | ﹤0.01% | 832 |
|
|
2018
Q3 | $666K | Sell |
22,533
-41,767
| -65% | -$1.12M | ﹤0.01% | 932 |
|
|
2018
Q2 | $1.6M | Buy |
64,300
+9,660
| +18% | +$256K | 0.01% | 533 |
|
|
2018
Q1 | $1.39M | Buy |
54,640
+41,740
| +324% | +$1.23M | 0.01% | 574 |
|
|
2017
Q4 | $366K | Buy |
+12,900
| New | +$389K | ﹤0.01% | 1256 |
|
|
2017
Q3 | – | Sell |
-27,255
| Closed | -$834K | – | 3499 |
|
|
2017
Q2 | $834K | Sell |
27,255
-22,394
| -45% | -$668K | ﹤0.01% | 778 |
|
|
2017
Q1 | $1.2M | Buy |
49,649
+30,049
| +153% | +$796K | 0.01% | 603 |
|
|
2016
Q4 | $527K | Buy |
19,600
+8,600
| +78% | +$224K | ﹤0.01% | 894 |
|
|
2016
Q3 | $319K | Buy |
11,000
+6,700
| +156% | +$201K | ﹤0.01% | 1145 |
|
|
2016
Q2 | $129K | Buy |
4,300
+2,560
| +147% | +$83.8K | ﹤0.01% | 1508 |
|
|
2016
Q1 | $58K | Buy |
1,740
+590
| +51% | +$18.8K | ﹤0.01% | 1993 |
|
|
2015
Q4 | $46K | Hold |
1,150
| – | – | ﹤0.01% | 2184 |
|
|
2015
Q3 | $39K | Buy |
+1,150
| New | +$44K | ﹤0.01% | 2227 |
|
|
2015
Q2 | – | Sell |
-1,150
| Closed | -$59K | – | 2785 |
|
|
2015
Q1 | $59K | Hold |
1,150
| – | – | ﹤0.01% | 1911 |
|
|
2014
Q4 | $57K | Hold |
1,150
| – | – | ﹤0.01% | 1924 |
|
|
2014
Q3 | $63K | Hold |
1,150
| – | – | ﹤0.01% | 1761 |
|
|
2014
Q2 | $54K | Hold |
1,150
| – | – | ﹤0.01% | 1831 |
|
|
2014
Q1 | $40K | Buy |
1,150
+750
| +188% | +$26.1K | ﹤0.01% | 1946 |
|
|
2013
Q4 | $13K | Hold |
400
| – | – | ﹤0.01% | 2430 |
|
|
2013
Q3 | $12K | Hold |
400
| – | – | ﹤0.01% | 2366 |
|
|
2013
Q2 | $12K | Buy |
+400
| New | +$12.1K | ﹤0.01% | 2192 |
|
Other funds holding SUN
AA
EIP
CLG
RIA