IFG Advisory’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Hold |
13,755
| – | – | 0.04% | 400 |
|
|
2025
Q1 | $799K | Hold |
13,755
| – | – | 0.04% | 358 |
|
|
2024
Q4 | $708K | Sell |
13,755
-196
| -1% | -$10.1K | 0.04% | 348 |
|
|
2024
Q3 | $749K | Hold |
13,951
| – | – | 0.05% | 297 |
|
|
2024
Q2 | $789K | Buy |
+13,951
| New | +$789K | 0.05% | 325 |
|
|
2024
Q1 | – | Sell |
-5,791
| Closed | -$347K | – | 549 |
|
|
2023
Q4 | $347K | Hold |
5,791
| – | – | 0.03% | 445 |
|
|
2023
Q3 | $283K | Buy |
+5,791
| New | +$283K | 0.02% | 447 |
|