Harbour Investments’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Hold |
530
| – | – | ﹤0.01% | 2076 |
|
|
2025
Q1 | $30.8K | Hold |
530
| – | – | ﹤0.01% | 1992 |
|
|
2024
Q4 | $27.3K | Sell |
530
-203
| -28% | -$10.4K | ﹤0.01% | 1975 |
|
|
2024
Q3 | $39.4K | Buy |
733
+2
| +0.3% | +$107 | ﹤0.01% | 1779 |
|
|
2024
Q2 | $41.4K | Sell |
731
-241
| -25% | -$13.6K | ﹤0.01% | 1643 |
|
|
2024
Q1 | $58.6K | Sell |
972
-121
| -11% | -$7.3K | ﹤0.01% | 1456 |
|
|
2023
Q4 | $65.5K | Buy |
1,093
+121
| +12% | +$7.25K | ﹤0.01% | 1325 |
|
|
2023
Q3 | $47.6K | Buy |
972
+3
| +0.3% | +$147 | ﹤0.01% | 1371 |
|
|
2023
Q2 | $42.2K | Buy |
969
+4
| +0.4% | +$174 | ﹤0.01% | 1439 |
|
|
2023
Q1 | $42.4K | Buy |
965
+372
| +63% | +$16.3K | ﹤0.01% | 1424 |
|
|
2022
Q4 | $25.6K | Buy |
593
+208
| +54% | +$8.96K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $14K | Hold |
385
| – | – | ﹤0.01% | 1801 |
|
|
2022
Q2 | $14K | Buy |
+385
| New | +$14K | ﹤0.01% | 1801 |
|
|
2021
Q4 | $12K | Sell |
295
-625
| -68% | -$25.4K | ﹤0.01% | 1865 |
|
|
2021
Q3 | $34K | Sell |
920
-150
| -14% | -$5.54K | ﹤0.01% | 1996 |
|
|
2021
Q2 | $40K | Hold |
1,070
| – | – | ﹤0.01% | 1947 |
|
|
2021
Q1 | $34K | Buy |
+1,070
| New | +$34K | ﹤0.01% | 1902 |
|