Envestnet Asset Management’s SunCoke Energy SXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $583K | Buy |
89,551
+73,581
| +461% | +$520K | ﹤0.01% | 3829 |
|
|
2025
Q4 | $115K | Sell |
15,970
-85,124
| -84% | -$626K | ﹤0.01% | 4353 |
|
|
2025
Q3 | $825K | Buy |
101,094
+9,185
| +10% | +$73.2K | ﹤0.01% | 3438 |
|
|
2025
Q2 | $789K | Buy |
91,909
+2,757
| +3% | +$23.9K | ﹤0.01% | 3404 |
|
|
2025
Q1 | $820K | Buy |
89,152
+12,902
| +17% | +$124K | ﹤0.01% | 3325 |
|
|
2024
Q4 | $816K | Buy |
76,250
+39,194
| +106% | +$420K | ﹤0.01% | 3291 |
|
|
2024
Q3 | $322K | Sell |
37,056
-280
| -0.7% | -$2.59K | ﹤0.01% | 3781 |
|
|
2024
Q2 | $366K | Buy |
37,336
+8,932
| +31% | +$92.3K | ﹤0.01% | 3620 |
|
|
2024
Q1 | $320K | Sell |
28,404
-909
| -3% | -$9.82K | ﹤0.01% | 3697 |
|
|
2023
Q4 | $315K | Buy |
29,313
+15,342
| +110% | +$146K | ﹤0.01% | 3592 |
|
|
2023
Q3 | $142K | Buy |
+13,971
| New | +$126K | ﹤0.01% | 3819 |
|
|
2021
Q2 | – | Sell |
-20,683
| Closed | -$145K | – | 3695 |
|
|
2021
Q1 | $145K | Buy |
+20,683
| New | +$128K | ﹤0.01% | 3394 |
|
|
2018
Q2 | – | Sell |
-129
| Closed | -$1K | – | 2897 |
|
|
2018
Q1 | $1K | Hold |
129
| – | – | ﹤0.01% | 2803 |
|
|
2017
Q4 | $2K | Hold |
129
| – | – | ﹤0.01% | 2863 |
|
|
2017
Q3 | $1K | Hold |
129
| – | – | ﹤0.01% | 2867 |
|
|
2017
Q2 | $1K | Hold |
129
| – | – | ﹤0.01% | 3006 |
|
|
2017
Q1 | $1K | Hold |
129
| – | – | ﹤0.01% | 3070 |
|
|
2016
Q4 | $1K | Buy |
+129
| New | +$1.37K | ﹤0.01% | 3052 |
|
|
2014
Q2 | – | Sell |
-92
| Closed | -$2K | – | 2806 |
|
|
2014
Q1 | $2K | Buy |
+92
| New | +$2.03K | ﹤0.01% | 2321 |
|
Other funds holding SXC
VCM
GJL