IPG Investment Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q4 | $261K | Buy |
|