Inscription Capital’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200K | Sell |
3,740
-1,735
| -32% | -$93K | 0.03% | 460 |
|
2025
Q1 | $330K | Buy |
+5,475
| New | +$330K | 0.05% | 233 |
|
2024
Q3 | $547K | Hold |
10,198
| – | – | 0.08% | 177 |
|
2024
Q2 | $577K | Buy |
10,198
+4,723
| +86% | +$267K | 0.09% | 160 |
|
2024
Q1 | $330K | Buy |
+5,475
| New | +$330K | 0.05% | 233 |
|