DADC
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D.A. Davidson & Co’s Sunoco SUN Stock Holding History

D.A. Davidson & Co’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Hold
4,348
– – ﹤0.01% 1374
2025
Q4 		$228K Sell
4,348
-283
-6% -$15K ﹤0.01% 1419
2025
Q3 		$232K Hold
4,631
– – ﹤0.01% 1398
2025
Q2 		$248K Buy
4,631
+100
+2% +$5.52K ﹤0.01% 1281
2025
Q1 		$263K Hold
4,531
– – ﹤0.01% 1225
2024
Q4 		$233K Sell
4,531
-586
-11% -$31K ﹤0.01% 1284
2024
Q3 		$275K Sell
5,117
-2,555
-33% -$139K ﹤0.01% 1214
2024
Q2 		$434K Buy
7,672
+2,979
+63% +$162K ﹤0.01% 1026
2024
Q1 		$283K Buy
+4,693
New +$284K ﹤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 +$6.74K ﹤0.01% 1987

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RIA
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