GPS Wealth Strategies Group’s Sunoco SUN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.7K | Sell |
685
-559
| -45% | -$30K | ﹤0.01% | 709 |
|
2025
Q1 | $72.2K | Buy |
1,244
+150
| +14% | +$8.71K | 0.01% | 533 |
|
2024
Q4 | $56.3K | Hold |
1,094
| – | – | 0.01% | 556 |
|
2024
Q3 | $58.7K | Hold |
1,094
| – | – | 0.01% | 546 |
|
2024
Q2 | $61.8K | Hold |
1,094
| – | – | 0.01% | 497 |
|
2024
Q1 | $65.9K | Hold |
1,094
| – | – | 0.01% | 454 |
|
2023
Q4 | $65.6K | Buy |
1,094
+17
| +2% | +$1.02K | 0.01% | 435 |
|
2023
Q3 | $52.7K | Buy |
1,077
+19
| +2% | +$930 | 0.01% | 474 |
|
2023
Q2 | $46.1K | Buy |
1,058
+20
| +2% | +$871 | 0.01% | 509 |
|
2023
Q1 | $45.6K | Buy |
+1,038
| New | +$45.6K | 0.01% | 499 |
|
2022
Q4 | – | Sell |
-510
| Closed | -$20K | – | 965 |
|
2022
Q3 | $20K | Buy |
+510
| New | +$20K | 0.01% | 621 |
|