CWA Asset Management Group’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 | $219K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $264K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $262K | Hold |
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|
2018
Q4 | $228K | Buy |
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|
2018
Q3 | $236K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $202K | Buy |
|