Davidson Trust Company’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 | $450K | Hold |
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|
2025
Q2 | $482K | Hold |
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|
2025
Q1 | $523K | Hold |
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|
2024
Q4 | $463K | Hold |
|
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $509K | Hold |
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|
2024
Q1 | $543K | Hold |
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|
2023
Q4 | $539K | Hold |
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|
2023
Q3 | $441K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $384K | Hold |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $421K | Hold |
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|
2021
Q3 | $384K | Buy |
|