Focus Financial Network’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
19,200
+1,847
| +11% | +$99K | 0.04% | 290 |
|
|
2025
Q1 | $1.01M | Buy |
17,353
+795
| +5% | +$46.2K | 0.04% | 279 |
|
|
2024
Q4 | $852K | Buy |
16,558
+457
| +3% | +$23.5K | 0.03% | 299 |
|
|
2024
Q3 | $864K | Buy |
16,101
+31
| +0.2% | +$1.66K | 0.04% | 293 |
|
|
2024
Q2 | $939K | Buy |
16,070
+887
| +6% | +$51.8K | 0.04% | 280 |
|
|
2024
Q1 | $826K | Buy |
15,183
+76
| +0.5% | +$4.13K | 0.04% | 286 |
|
|
2023
Q4 | $905K | Buy |
15,107
+68
| +0.5% | +$4.08K | 0.03% | 338 |
|
|
2023
Q3 | $736K | Buy |
15,039
+383
| +3% | +$18.7K | 0.04% | 287 |
|
|
2023
Q2 | $638K | Buy |
14,656
+633
| +5% | +$27.6K | 0.04% | 309 |
|
|
2023
Q1 | $615K | Buy |
+14,023
| New | +$615K | 0.04% | 310 |
|
|
2021
Q1 | – | Sell |
-10,216
| Closed | -$294K | – | 531 |
|
|
2020
Q4 | $294K | Buy |
10,216
+954
| +10% | +$27.5K | 0.03% | 351 |
|
|
2020
Q3 | $226K | Buy |
+9,262
| New | +$226K | 0.02% | 397 |
|