IFP Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
2,014
-851
| -30% | -$45.6K | ﹤0.01% | 1592 |
|
|
2025
Q1 | $166K | Buy |
2,865
+419
| +17% | +$24.3K | 0.01% | 1259 |
|
|
2024
Q4 | $126K | Buy |
2,446
+1,295
| +113% | +$66.6K | ﹤0.01% | 1349 |
|
|
2024
Q3 | $61.8K | Sell |
1,151
-144
| -11% | -$7.73K | ﹤0.01% | 1632 |
|
|
2024
Q2 | $73.2K | Buy |
+1,295
| New | +$73.2K | ﹤0.01% | 1497 |
|
|
2023
Q2 | – | Sell |
-328
| Closed | -$8.59K | – | 3569 |
|
|
2023
Q1 | $8.59K | Sell |
328
-300
| -48% | -$7.86K | ﹤0.01% | 2360 |
|
|
2022
Q4 | $17K | Sell |
628
-122
| -16% | -$3.3K | ﹤0.01% | 3042 |
|
|
2022
Q3 | $20K | Hold |
750
| – | – | ﹤0.01% | 3098 |
|
|
2022
Q2 | $20K | Hold |
750
| – | – | ﹤0.01% | 2854 |
|
|
2022
Q1 | $20K | Buy |
750
+422
| +129% | +$11.3K | ﹤0.01% | 2854 |
|
|
2021
Q4 | $13K | Hold |
328
| – | – | ﹤0.01% | 2092 |
|
|
2021
Q3 | $12K | Buy |
+328
| New | +$12K | ﹤0.01% | 2159 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4246 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4128 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3944 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3802 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3628 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$37K | – | 3556 |
|
|
2019
Q4 | $37K | Hold |
1,200
| – | – | ﹤0.01% | 1378 |
|
|
2019
Q3 | $38K | Buy |
+1,200
| New | +$38K | ﹤0.01% | 1490 |
|
|
2019
Q1 | – | Sell |
-1,200
| Closed | -$32K | – | 3287 |
|
|
2018
Q4 | $32K | Hold |
1,200
| – | – | ﹤0.01% | 1857 |
|
|
2018
Q3 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 2096 |
|
|
2018
Q2 | $30K | Buy |
+1,200
| New | +$30K | ﹤0.01% | 2202 |
|
|
2016
Q4 | – | Sell |
-2,365
| Closed | -$69K | – | 4097 |
|
|
2016
Q3 | $69K | Buy |
2,365
+103
| +5% | +$3.01K | ﹤0.01% | 1599 |
|
|
2016
Q2 | $68K | Buy |
+2,262
| New | +$68K | ﹤0.01% | 1572 |
|