International Assets Investment Management’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 | $587K | Hold |
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|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $10.7K | Buy |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $583K | Buy |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $499 | Sell |
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|
2022
Q1 | $634K | Buy |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $845K | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $595K | Buy |
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