HFG Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,790
| Closed | -$347K | – | 116 |
|
|
2023
Q4 | $347K | Hold |
5,790
| – | – | 0.33% | 60 |
|
|
2023
Q3 | $283K | Hold |
5,790
| – | – | 0.31% | 71 |
|
|
2023
Q2 | $252K | Hold |
5,790
| – | – | 0.27% | 75 |
|
|
2023
Q1 | $254K | Hold |
5,790
| – | – | 0.29% | 67 |
|
|
2022
Q4 | $250K | Buy |
+5,790
| New | +$250K | 0.29% | 75 |
|