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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Sell |
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|
2025
Q2 | $496K | Buy |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $378K | Buy |
|
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $312K | Buy |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | $183K | Buy |
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|
2019
Q4 | $355K | Sell |
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|
2019
Q3 | $398K | Hold |
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $352K | Buy |
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|
2018
Q3 | $380K | Sell |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $356K | Buy |
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|
2017
Q4 | $318K | Buy |
|