IHT Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
10,302
+212
| +2% | +$11.4K | 0.02% | 669 |
|
|
2025
Q1 | $586K | Buy |
10,090
+15
| +0.1% | +$871 | 0.02% | 619 |
|
|
2024
Q4 | $518K | Buy |
10,075
+448
| +5% | +$23K | 0.02% | 674 |
|
|
2024
Q3 | $517K | Buy |
9,627
+245
| +3% | +$13.2K | 0.01% | 713 |
|
|
2024
Q2 | $530K | Buy |
9,382
+352
| +4% | +$19.9K | 0.02% | 622 |
|
|
2024
Q1 | $544K | Buy |
9,030
+190
| +2% | +$11.5K | 0.02% | 600 |
|
|
2023
Q4 | $530K | Sell |
8,840
-9
| -0.1% | -$539 | 0.02% | 580 |
|
|
2023
Q3 | $433K | Buy |
8,849
+351
| +4% | +$17.2K | 0.02% | 598 |
|
|
2023
Q2 | $370K | Sell |
8,498
-75
| -0.9% | -$3.27K | 0.02% | 644 |
|
|
2023
Q1 | $376K | Buy |
+8,573
| New | +$376K | 0.02% | 609 |
|
|
2018
Q2 | – | Sell |
-1,846
| Closed | -$47K | – | 1240 |
|
|
2018
Q1 | $47K | Hold |
1,846
| – | – | 0.01% | 699 |
|
|
2017
Q4 | $54K | Hold |
1,846
| – | – | 0.01% | 678 |
|
|
2017
Q3 | $59K | Buy |
1,846
+96
| +5% | +$3.07K | 0.03% | 477 |
|
|
2017
Q2 | $3 | Buy |
+1,750
| New | +$3 | ﹤0.01% | 1181 |
|