FI
Fractal Investments’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Buy |
616,542
+63,774
| +12% | +$3.42M | 4.71% | 7 |
|
|
2025
Q1 | $32.1M | Hold |
552,768
| – | – | 4.46% | 8 |
|
|
2024
Q4 | $28.4M | Sell |
552,768
-119,914
| -18% | -$6.17M | 4.35% | 9 |
|
|
2024
Q3 | $36.1M | Hold |
672,682
| – | – | 6.1% | 6 |
|
|
2024
Q2 | $38M | Buy |
672,682
+430,682
| +178% | +$24.4M | 6.62% | 6 |
|
|
2024
Q1 | $14.6M | Hold |
242,000
| – | – | 2.65% | 10 |
|
|
2023
Q4 | $14.5M | Buy |
242,000
+222,000
| +1,110% | +$13.3M | 2.98% | 10 |
|
|
2023
Q3 | $979K | Hold |
20,000
| – | – | 0.2% | 33 |
|
|
2023
Q2 | $871K | Hold |
20,000
| – | – | 0.19% | 37 |
|
|
2023
Q1 | $878K | Buy |
+20,000
| New | +$878K | 0.2% | 38 |
|