Good Life Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
8,151
+164
| +2% | +$8.79K | 0.03% | 326 |
|
|
2025
Q1 | $464K | Sell |
7,987
-20
| -0.2% | -$1.16K | 0.03% | 313 |
|
|
2024
Q4 | $412K | Sell |
8,007
-715
| -8% | -$36.8K | 0.03% | 329 |
|
|
2024
Q3 | $468K | Buy |
8,722
+370
| +4% | +$19.9K | 0.03% | 360 |
|
|
2024
Q2 | $472K | Buy |
8,352
+391
| +5% | +$22.1K | 0.04% | 272 |
|
|
2024
Q1 | $480K | Sell |
7,961
-212
| -3% | -$12.8K | 0.04% | 255 |
|
|
2023
Q4 | $490K | Buy |
8,173
+166
| +2% | +$9.95K | 0.05% | 231 |
|
|
2023
Q3 | $392K | Buy |
8,007
+139
| +2% | +$6.81K | 0.04% | 248 |
|
|
2023
Q2 | $343K | Sell |
7,868
-3,080
| -28% | -$134K | 0.04% | 288 |
|
|
2023
Q1 | $481K | Buy |
10,948
+568
| +5% | +$24.9K | 0.06% | 214 |
|
|
2022
Q4 | $447K | Buy |
10,380
+780
| +8% | +$33.6K | 0.06% | 208 |
|
|
2022
Q3 | $374K | Buy |
9,600
+575
| +6% | +$22.4K | 0.06% | 223 |
|
|
2022
Q2 | $336K | Sell |
9,025
-235
| -3% | -$8.75K | 0.05% | 245 |
|
|
2022
Q1 | $378K | Buy |
9,260
+4,364
| +89% | +$178K | 0.05% | 247 |
|
|
2021
Q4 | $200K | Buy |
+4,896
| New | +$200K | 0.02% | 376 |
|
|
2020
Q3 | – | Sell |
-10,170
| Closed | -$233K | – | 268 |
|
|
2020
Q2 | $233K | Buy |
+10,170
| New | +$233K | 0.07% | 207 |
|