D.A. Davidson & Co’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
4,631
+100
| +2% | +$5.36K | ﹤0.01% | 1280 |
|
|
2025
Q1 | $263K | Hold |
4,531
| – | – | ﹤0.01% | 1224 |
|
|
2024
Q4 | $233K | Sell |
4,531
-586
| -11% | -$30.1K | ﹤0.01% | 1283 |
|
|
2024
Q3 | $275K | Sell |
5,117
-2,555
| -33% | -$137K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $434K | Buy |
7,672
+2,979
| +63% | +$168K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $283K | Buy |
+4,693
| New | +$283K | ﹤0.01% | 1199 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$15K | – | 1881 |
|
|
2017
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 1910 |
|
|
2017
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 1980 |
|
|
2016
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 2052 |
|
|
2016
Q1 | – | Sell |
-140
| Closed | -$5K | – | 2339 |
|
|
2015
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 2032 |
|
|
2015
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 2040 |
|
|
2015
Q2 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 1987 |
|