IPG Investment Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,760
| Closed | -$218K | – | 203 |
|
|
2025
Q1 | $218K | Buy |
+3,760
| New | +$218K | 0.05% | 152 |
|
|
2024
Q4 | – | Sell |
-3,760
| Closed | -$202K | – | 204 |
|
|
2024
Q3 | $202K | Hold |
3,760
| – | – | 0.04% | 161 |
|
|
2024
Q2 | $213K | Hold |
3,760
| – | – | 0.05% | 156 |
|
|
2024
Q1 | $227K | Hold |
3,760
| – | – | 0.05% | 140 |
|
|
2023
Q4 | $225K | Sell |
3,760
-990
| -21% | -$59.3K | 0.05% | 165 |
|
|
2023
Q3 | $233K | Sell |
4,750
-1,200
| -20% | -$58.7K | 0.05% | 141 |
|
|
2023
Q2 | $259K | Sell |
5,950
-1,550
| -21% | -$67.5K | 0.06% | 139 |
|
|
2023
Q1 | $329K | Sell |
7,500
-1,620
| -18% | -$71.1K | 0.08% | 114 |
|
|
2022
Q4 | $393K | Sell |
9,120
-1,370
| -13% | -$59K | 0.11% | 85 |
|
|
2022
Q3 | $409K | Buy |
10,490
+200
| +2% | +$7.79K | 0.11% | 81 |
|
|
2022
Q2 | $383K | Buy |
10,290
+2,860
| +38% | +$106K | 0.1% | 90 |
|
|
2022
Q1 | $303K | Buy |
7,430
+1,050
| +16% | +$42.8K | 0.06% | 126 |
|
|
2021
Q4 | $261K | Buy |
+6,380
| New | +$261K | 0.05% | 160 |
|