EAM
Empirical Asset Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
28,505
| – | – | 0.47% | 51 |
|
|
2025
Q1 | $1.66M | Sell |
28,505
-200
| -0.7% | -$11.6K | 0.56% | 37 |
|
|
2024
Q4 | $1.48M | Sell |
28,705
-4,807
| -14% | -$247K | 0.49% | 48 |
|
|
2024
Q3 | $1.8M | Sell |
33,512
-1,471
| -4% | -$79K | 0.64% | 33 |
|
|
2024
Q2 | $1.98M | Sell |
34,983
-443
| -1% | -$25K | 0.74% | 21 |
|
|
2024
Q1 | $2.14M | Buy |
+35,426
| New | +$2.14M | 1.03% | 19 |
|
|
2023
Q1 | – | Sell |
-38,980
| Closed | -$1.68K | – | 197 |
|
|
2022
Q4 | $1.68K | Buy |
+38,980
| New | +$1.68K | ﹤0.01% | 157 |
|