Cresset Asset Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $571K | Buy |
|
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|
2024
Q3 | $375K | Hold |
|
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|
2024
Q2 | $395K | Hold |
|
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|
2024
Q1 | $421K | Hold |
|
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|
2023
Q4 | $419K | Hold |
|
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $307K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $556K | Hold |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $298K | Buy |
|