HighTower Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
24,587
-1,132
| -4% | -$60.7K | ﹤0.01% | 1824 |
|
|
2025
Q1 | $1.49M | Buy |
25,719
+52
| +0.2% | +$3.02K | ﹤0.01% | 1694 |
|
|
2024
Q4 | $1.32M | Sell |
25,667
-1,697
| -6% | -$87.3K | ﹤0.01% | 1781 |
|
|
2024
Q3 | $1.47M | Buy |
27,364
+1,073
| +4% | +$57.5K | ﹤0.01% | 1690 |
|
|
2024
Q2 | $1.49M | Buy |
26,291
+613
| +2% | +$34.7K | ﹤0.01% | 1614 |
|
|
2024
Q1 | $1.55M | Sell |
25,678
-2,124
| -8% | -$128K | ﹤0.01% | 1557 |
|
|
2023
Q4 | $1.67M | Buy |
27,802
+3,152
| +13% | +$189K | ﹤0.01% | 1536 |
|
|
2023
Q3 | $1.21M | Buy |
24,650
+3,236
| +15% | +$158K | ﹤0.01% | 1657 |
|
|
2023
Q2 | $933K | Sell |
21,414
-1,823
| -8% | -$79.4K | ﹤0.01% | 1796 |
|
|
2023
Q1 | $1.02M | Buy |
23,237
+24
| +0.1% | +$1.06K | ﹤0.01% | 1655 |
|
|
2022
Q4 | $999K | Sell |
23,213
-920
| -4% | -$39.6K | ﹤0.01% | 1663 |
|
|
2022
Q3 | $939K | Sell |
24,133
-951
| -4% | -$37K | ﹤0.01% | 1632 |
|
|
2022
Q2 | $937K | Buy |
25,084
+2,068
| +9% | +$77.2K | ﹤0.01% | 1671 |
|
|
2022
Q1 | $941K | Buy |
23,016
+9,491
| +70% | +$388K | ﹤0.01% | 1782 |
|
|
2021
Q4 | $554K | Sell |
13,525
-6,823
| -34% | -$279K | ﹤0.01% | 2073 |
|
|
2021
Q3 | $759K | Buy |
20,348
+319
| +2% | +$11.9K | ﹤0.01% | 1813 |
|
|
2021
Q2 | $756K | Buy |
20,029
+5,739
| +40% | +$217K | ﹤0.01% | 1802 |
|
|
2021
Q1 | $458K | Sell |
14,290
-550
| -4% | -$17.6K | ﹤0.01% | 2020 |
|
|
2020
Q4 | $424K | Buy |
14,840
+1,087
| +8% | +$31.1K | ﹤0.01% | 1696 |
|
|
2020
Q3 | $334K | Buy |
13,753
+4,934
| +56% | +$120K | ﹤0.01% | 1753 |
|
|
2020
Q2 | $203K | Buy |
+8,819
| New | +$203K | ﹤0.01% | 1969 |
|
|
2020
Q1 | – | Sell |
-13,099
| Closed | -$400K | – | 2278 |
|
|
2019
Q4 | $400K | Sell |
13,099
-6
| -0% | -$183 | ﹤0.01% | 1545 |
|
|
2019
Q3 | $411K | Sell |
13,105
-2,326
| -15% | -$72.9K | ﹤0.01% | 1611 |
|
|
2019
Q2 | $481K | Buy |
+15,431
| New | +$481K | ﹤0.01% | 1526 |
|
|
2016
Q3 | – | Sell |
-43,802
| Closed | -$1.31M | – | 1913 |
|
|
2016
Q2 | $1.31M | Buy |
+43,802
| New | +$1.31M | 0.02% | 764 |
|
|
2015
Q2 | – | Sell |
-7,345
| Closed | -$377K | – | 1716 |
|
|
2015
Q1 | $377K | Buy |
7,345
+115
| +2% | +$5.9K | 0.01% | 1163 |
|
|
2014
Q4 | $360K | Buy |
7,230
+230
| +3% | +$11.5K | 0.01% | 1159 |
|
|
2014
Q3 | $385K | Buy |
+7,000
| New | +$385K | 0.01% | 1115 |
|
|
2014
Q2 | – | Sell |
-14,251
| Closed | -$501K | – | 1601 |
|
|
2014
Q1 | $501K | Buy |
+14,251
| New | +$501K | 0.01% | 980 |
|