Envestnet Asset Management’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 | $1.74M | Buy |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $790K | Buy |
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|
2023
Q4 | $733K | Buy |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $296K | Hold |
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|
2017
Q4 | $330K | Hold |
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|
2017
Q3 | $361K | Hold |
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|
2017
Q2 | $356K | Hold |
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|
2017
Q1 | $281K | Hold |
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|
2016
Q4 | $312K | Buy |
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|
2016
Q3 | $333K | Sell |
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|
2016
Q2 | $366K | Sell |
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|
2016
Q1 | $407K | Buy |
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|
2015
Q4 | $485K | Sell |
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|
2015
Q3 | $450K | Buy |
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|
2015
Q2 | $440K | Buy |
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