Global Retirement Partners’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.5K | Buy |
+1,633
| New | +$87.5K | ﹤0.01% | 1498 |
|
|
2024
Q4 | $84K | Buy |
1,633
+788
| +93% | +$40.5K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $45.4K | Hold |
845
| – | – | ﹤0.01% | 1606 |
|
|
2024
Q2 | $47.8K | Buy |
+845
| New | +$47.8K | ﹤0.01% | 1559 |
|
|
2023
Q1 | – | Sell |
-222
| Closed | -$9.55K | – | 3329 |
|
|
2022
Q4 | $9.55K | Buy |
+222
| New | +$9.55K | ﹤0.01% | 1799 |
|
|
2021
Q4 | – | Sell |
-85
| Closed | -$3K | – | 1608 |
|
|
2021
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 1774 |
|
|
2021
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 1690 |
|
|
2021
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 1626 |
|
|
2020
Q3 | $2K | Hold |
85
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q2 | $2K | Hold |
85
| – | – | ﹤0.01% | 1489 |
|
|
2020
Q1 | $1K | Hold |
85
| – | – | ﹤0.01% | 1525 |
|
|
2019
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 1434 |
|
|
2019
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 1408 |
|
|
2019
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 1362 |
|
|
2018
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 1352 |
|
|
2018
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 1355 |
|
|
2018
Q2 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 1407 |
|