GHAM
Gilman Hill Asset Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
23,009
+4,335
| +23% | +$232K | 0.2% | 104 |
|
|
2025
Q1 | $1.08M | Hold |
18,674
| – | – | 0.19% | 103 |
|
|
2024
Q4 | $961K | Hold |
18,674
| – | – | 0.17% | 114 |
|
|
2024
Q3 | $1M | Hold |
18,674
| – | – | 0.17% | 109 |
|
|
2024
Q2 | $1.06M | Buy |
+18,674
| New | +$1.06M | 0.19% | 101 |
|
|
2016
Q4 | – | Sell |
-10,875
| Closed | -$315K | – | 201 |
|
|
2016
Q3 | $315K | Buy |
10,875
+500
| +5% | +$14.5K | 0.12% | 132 |
|
|
2016
Q2 | $311K | Buy |
10,375
+125
| +1% | +$3.75K | 0.13% | 126 |
|
|
2016
Q1 | $340K | Buy |
10,250
+250
| +3% | +$8.29K | 0.16% | 121 |
|
|
2015
Q4 | $396K | Buy |
+10,000
| New | +$396K | 0.19% | 106 |
|