D.A. Davidson & Co’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Hold |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $13K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $6K | Buy |
|