Financial Counselors Inc’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,595
| Closed | -$441K | – | 465 |
|
|
2025
Q1 | $441K | Sell |
7,595
-1,761
| -19% | -$102K | 0.01% | 433 |
|
|
2024
Q4 | $481K | Hold |
9,356
| – | – | 0.01% | 417 |
|
|
2024
Q3 | $502K | Sell |
9,356
-250
| -3% | -$13.4K | 0.01% | 432 |
|
|
2024
Q2 | $543K | Buy |
9,606
+1,687
| +21% | +$95.4K | 0.01% | 390 |
|
|
2024
Q1 | $477K | Hold |
7,919
| – | – | 0.01% | 426 |
|
|
2023
Q4 | $475K | Buy |
7,919
+1,720
| +28% | +$103K | 0.01% | 415 |
|
|
2023
Q3 | $303K | Hold |
6,199
| – | – | 0.01% | 460 |
|
|
2023
Q2 | $270K | Buy |
+6,199
| New | +$270K | 0.01% | 444 |
|