HAG
HighPoint Advisor Group’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
5,584
+1,050
| +23% | +$56.3K | 0.02% | 518 |
|
|
2025
Q1 | $268K | Sell |
4,534
-1,000
| -18% | -$59.1K | 0.02% | 521 |
|
|
2024
Q4 | $311K | Sell |
5,534
-50
| -0.9% | -$2.81K | 0.02% | 495 |
|
|
2024
Q3 | $300K | Sell |
5,584
-800
| -13% | -$42.9K | 0.02% | 491 |
|
|
2024
Q2 | $352K | Buy |
6,384
+2,000
| +46% | +$110K | 0.02% | 423 |
|
|
2024
Q1 | $231K | Buy |
+4,384
| New | +$231K | 0.02% | 556 |
|
|
2020
Q4 | – | Sell |
-9,000
| Closed | -$234K | – | 504 |
|
|
2020
Q3 | $234K | Sell |
9,000
-1,000
| -10% | -$26K | 0.04% | 319 |
|
|
2020
Q2 | $233K | Buy |
+10,000
| New | +$233K | 0.05% | 290 |
|
|
2019
Q4 | – | Sell |
-4,147
| Closed | -$132K | – | 465 |
|
|
2019
Q3 | $132K | Sell |
4,147
-1,000
| -19% | -$31.8K | 0.03% | 405 |
|
|
2019
Q2 | $173K | Buy |
+5,147
| New | +$173K | 0.04% | 337 |
|
|
2018
Q4 | – | Sell |
-6,310
| Closed | -$184K | – | 355 |
|
|
2018
Q3 | $184K | Buy |
+6,310
| New | +$184K | 0.05% | 315 |
|