HM Payson & Co’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-500
| Closed | -$19K | – | 999 |
|
2022
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 706 |
|
2022
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 732 |
|
2022
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 755 |
|
2021
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 765 |
|
2021
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 751 |
|
2021
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 746 |
|
2021
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 812 |
|
2020
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 837 |
|
2020
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 811 |
|
2020
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 737 |
|
2020
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 761 |
|
2019
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 763 |
|
2019
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 759 |
|
2019
Q2 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 756 |
|