Gradient Investments’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-600
| Closed | -$26.1K | – | 1904 |
|
|
2023
Q2 | $26.1K | Hold |
600
| – | – | ﹤0.01% | 638 |
|
|
2023
Q1 | $26.3K | Hold |
600
| – | – | ﹤0.01% | 624 |
|
|
2022
Q4 | $25.9K | Hold |
600
| – | – | ﹤0.01% | 640 |
|
|
2022
Q3 | $23K | Hold |
600
| – | – | ﹤0.01% | 643 |
|
|
2022
Q2 | $22K | Hold |
600
| – | – | ﹤0.01% | 630 |
|
|
2022
Q1 | $25K | Sell |
600
-343
| -36% | -$14.6K | ﹤0.01% | 606 |
|
|
2021
Q4 | $39K | Buy |
943
+7
| +0.7% | +$278 | ﹤0.01% | 528 |
|
|
2021
Q3 | $35K | Buy |
936
+7
| +0.8% | +$260 | ﹤0.01% | 531 |
|
|
2021
Q2 | $35K | Buy |
929
+8
| +0.9% | +$284 | ﹤0.01% | 535 |
|
|
2021
Q1 | $29K | Buy |
921
+17
| +2% | +$531 | ﹤0.01% | 561 |
|
|
2020
Q4 | $22K | Hold |
904
| – | – | ﹤0.01% | 552 |
|
|
2020
Q3 | $22K | Sell |
904
-91
| -9% | -$2.29K | ﹤0.01% | 555 |
|
|
2020
Q2 | $23K | Buy |
995
+9
| +0.9% | +$209 | ﹤0.01% | 504 |
|
|
2020
Q1 | $15K | Buy |
986
+7
| +0.7% | +$188 | ﹤0.01% | 573 |
|
|
2019
Q4 | $30K | Buy |
979
+6
| +0.6% | +$189 | ﹤0.01% | 497 |
|
|
2019
Q3 | $31K | Buy |
973
+9
| +0.9% | +$287 | ﹤0.01% | 459 |
|
|
2019
Q2 | $30K | Buy |
964
+7
| +0.7% | +$215 | ﹤0.01% | 455 |
|
|
2019
Q1 | $30K | Buy |
957
+6
| +0.6% | +$179 | ﹤0.01% | 398 |
|
|
2018
Q4 | $26K | Buy |
951
+8
| +0.8% | +$223 | ﹤0.01% | 427 |
|
|
2018
Q3 | $28K | Buy |
943
+7
| +0.7% | +$189 | ﹤0.01% | 441 |
|
|
2018
Q2 | $23K | Buy |
936
+7
| +0.8% | +$186 | ﹤0.01% | 458 |
|
|
2018
Q1 | $24K | Buy |
929
+6
| +0.7% | +$177 | ﹤0.01% | 447 |
|
|
2017
Q4 | $26K | Buy |
+923
| New | +$27.8K | ﹤0.01% | 433 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$18K | – | 645 |
|
|
2017
Q2 | $18K | Hold |
600
| – | – | ﹤0.01% | 402 |
|
|
2017
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 449 |
|
|
2016
Q4 | $16K | Hold |
600
| – | – | ﹤0.01% | 387 |
|
|
2016
Q3 | $17K | Hold |
600
| – | – | ﹤0.01% | 378 |
|
|
2016
Q2 | $18K | Hold |
600
| – | – | ﹤0.01% | 356 |
|
|
2016
Q1 | $20K | Hold |
600
| – | – | ﹤0.01% | 352 |
|
|
2015
Q4 | $24K | Hold |
600
| – | – | ﹤0.01% | 310 |
|
|
2015
Q3 | $20K | Buy |
+600
| New | +$23K | ﹤0.01% | 309 |
|
Other funds holding SUN
BHC
