HighPoint Advisor Group’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $231K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $233K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $132K | Sell |
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|
2019
Q2 | $173K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $184K | Buy |
|