J.W. Cole 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 | $3.48M | Sell |
64,881
-5,377
| -8% | -$288K | 0.07% | 256 |
|
|
2025
Q1 | $4.08M | Buy |
70,258
+62,320
| +785% | +$3.62M | 0.13% | 167 |
|
|
2024
Q4 | $408K | Buy |
+7,938
| New | +$408K | 0.02% | 678 |
|
|
2020
Q4 | – | Sell |
-82,507
| Closed | -$2.01M | – | 856 |
|
|
2020
Q3 | $2.01M | Buy |
+82,507
| New | +$2.01M | 0.15% | 153 |
|