CIS
Custom Index Systems’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
11,418
+1,662
| +17% | +$89.1K | 0.29% | 98 |
|
|
2025
Q1 | $566K | Sell |
9,756
-374
| -4% | -$21.7K | 0.29% | 101 |
|
|
2024
Q4 | $521K | Sell |
10,130
-11,125
| -52% | -$572K | 0.28% | 96 |
|
|
2024
Q3 | $1.14M | Sell |
21,255
-4,845
| -19% | -$260K | 0.62% | 41 |
|
|
2024
Q2 | $1.48M | Buy |
26,100
+1,593
| +7% | +$90.1K | 0.85% | 29 |
|
|
2024
Q1 | $1.48M | Buy |
+24,507
| New | +$1.48M | 0.84% | 31 |
|