Estabrook Capital Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,250
| Closed | -$64.3K | – | 343 |
|
2024
Q4 | $64.3K | Hold |
1,250
| – | – | 0.01% | 178 |
|
2024
Q3 | $67.1K | Hold |
1,250
| – | – | 0.01% | 181 |
|
2024
Q2 | $70.7K | Hold |
1,250
| – | – | 0.01% | 177 |
|
2024
Q1 | $75.4K | Hold |
1,250
| – | – | 0.01% | 180 |
|
2023
Q4 | $74.9K | Sell |
1,250
-150
| -11% | -$8.99K | 0.01% | 173 |
|
2023
Q3 | $68.5K | Hold |
1,400
| – | – | 0.01% | 178 |
|
2023
Q2 | $61K | Hold |
1,400
| – | – | 0.01% | 190 |
|
2023
Q1 | $61.4K | Hold |
1,400
| – | – | 0.01% | 197 |
|
2022
Q4 | $60.3K | Hold |
1,400
| – | – | 0.01% | 195 |
|
2022
Q3 | $54.6K | Hold |
1,400
| – | – | 0.01% | 197 |
|
2022
Q2 | $52.2K | Sell |
1,400
-200
| -13% | -$7.45K | 0.01% | 208 |
|
2022
Q1 | $65.3K | Sell |
1,600
-400
| -20% | -$16.3K | 0.01% | 209 |
|
2021
Q4 | $81.7K | Buy |
+2,000
| New | +$81.7K | 0.01% | 196 |
|