Independent Advisor Alliance’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $444K | Buy |
6,840
+1
| +0% | +$61 | ﹤0.01% | 1163 |
|
|
2025
Q4 | $358K | Sell |
6,839
-665
| -9% | -$35.1K | 0.01% | 741 |
|
|
2025
Q3 | $375K | Sell |
7,504
-1,750
| -19% | -$91K | 0.01% | 706 |
|
|
2025
Q2 | $496K | Buy |
9,254
+1,106
| +14% | +$61.1K | 0.01% | 591 |
|
|
2025
Q1 | $473K | Buy |
8,148
+646
| +9% | +$36.6K | 0.02% | 536 |
|
|
2024
Q4 | $386K | Sell |
7,502
-679
| -8% | -$35.9K | 0.01% | 1041 |
|
|
2024
Q3 | $439K | Sell |
8,181
-1,548
| -16% | -$84K | 0.02% | 483 |
|
|
2024
Q2 | $550K | Buy |
9,729
+3,457
| +55% | +$189K | 0.02% | 440 |
|
|
2024
Q1 | $378K | Buy |
6,272
+40
| +0.6% | +$2.42K | 0.01% | 519 |
|
|
2023
Q4 | $373K | Sell |
6,232
-335
| -5% | -$17.8K | 0.01% | 495 |
|
|
2023
Q3 | $321K | Sell |
6,567
-162
| -2% | -$7.36K | 0.01% | 507 |
|
|
2023
Q2 | $293K | Buy |
6,729
+1
| +0% | +$44 | 0.01% | 536 |
|
|
2023
Q1 | $295K | Buy |
+6,728
| New | +$303K | 0.01% | 518 |
|
|
2022
Q4 | – | Sell |
-7,496
| Closed | -$292K | – | 612 |
|
|
2022
Q3 | $292K | Sell |
7,496
-2,999
| -29% | -$118K | 0.02% | 487 |
|
|
2022
Q2 | $391K | Buy |
10,495
+517
| +5% | +$21K | 0.02% | 430 |
|
|
2022
Q1 | $408K | Sell |
9,978
-784
| -7% | -$33.4K | 0.02% | 442 |
|
|
2021
Q4 | $439K | Buy |
10,762
+216
| +2% | +$8.57K | 0.02% | 424 |
|
|
2021
Q3 | $394K | Sell |
10,546
-608
| -5% | -$22.6K | 0.02% | 430 |
|
|
2021
Q2 | $420K | Buy |
11,154
+62
| +0.6% | +$2.2K | 0.02% | 426 |
|
|
2021
Q1 | $353K | Sell |
11,092
-278
| -2% | -$8.69K | 0.02% | 453 |
|
|
2020
Q4 | $327K | Sell |
11,370
-1,412
| -11% | -$38.3K | 0.02% | 421 |
|
|
2020
Q3 | $312K | Buy |
12,782
+3
| +0% | +$76 | 0.02% | 383 |
|
|
2020
Q2 | $292K | Buy |
12,779
+1,050
| +9% | +$24.4K | 0.03% | 370 |
|
|
2020
Q1 | $183K | Buy |
11,729
+125
| +1% | +$3.35K | 0.03% | 369 |
|
|
2019
Q4 | $355K | Sell |
11,604
-1,050
| -8% | -$33.1K | 0.02% | 631 |
|
|
2019
Q3 | $398K | Hold |
12,654
| – | – | 0.05% | 284 |
|
|
2019
Q2 | $396K | Sell |
12,654
-248
| -2% | -$7.61K | 0.06% | 249 |
|
|
2019
Q1 | $402K | Sell |
12,902
-52
| -0.4% | -$1.55K | 0.06% | 260 |
|
|
2018
Q4 | $352K | Buy |
12,954
+173
| +1% | +$4.83K | 0.06% | 259 |
|
|
2018
Q3 | $380K | Sell |
12,781
-437
| -3% | -$11.8K | 0.08% | 227 |
|
|
2018
Q2 | $330K | Sell |
13,218
-718
| -5% | -$19.1K | 0.08% | 232 |
|
|
2018
Q1 | $356K | Buy |
13,936
+3,037
| +28% | +$89.6K | 0.09% | 230 |
|
|
2017
Q4 | $318K | Buy |
+10,899
| New | +$329K | 0.07% | 237 |
|
Other funds holding SUN
AA
EIP
CLG
RIA