Janney Montgomery Scott’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
17,086
+2,639
| +18% | +$141K | ﹤0.01% | 1638 |
|
|
2025
Q1 | $839K | Buy |
14,447
+1,046
| +8% | +$60.7K | ﹤0.01% | 1656 |
|
|
2024
Q4 | $689K | Sell |
13,401
-129
| -1% | -$6.63K | ﹤0.01% | 1797 |
|
|
2024
Q3 | $726K | Buy |
13,530
+635
| +5% | +$34.1K | ﹤0.01% | 1716 |
|
|
2024
Q2 | $729K | Sell |
12,895
-287
| -2% | -$16.2K | ﹤0.01% | 1637 |
|
|
2024
Q1 | $795K | Sell |
13,182
-595
| -4% | -$35.9K | ﹤0.01% | 1660 |
|
|
2023
Q4 | $826K | Sell |
13,777
-118
| -0.8% | -$7.08K | ﹤0.01% | 1562 |
|
|
2023
Q3 | $680K | Sell |
13,895
-1,406
| -9% | -$68.8K | ﹤0.01% | 1573 |
|
|
2023
Q2 | $667K | Sell |
15,301
-2,627
| -15% | -$115K | ﹤0.01% | 1659 |
|
|
2023
Q1 | $787K | Sell |
17,928
-7,783
| -30% | -$342K | ﹤0.01% | 1451 |
|
|
2022
Q4 | $1.11M | Buy |
25,711
+276
| +1% | +$11.9K | ﹤0.01% | 1311 |
|
|
2022
Q3 | $991K | Buy |
25,435
+11,157
| +78% | +$435K | ﹤0.01% | 1326 |
|
|
2022
Q2 | $547K | Sell |
14,278
-450
| -3% | -$17.2K | ﹤0.01% | 1570 |
|
|
2022
Q1 | $602K | Sell |
14,728
-1,117
| -7% | -$45.7K | ﹤0.01% | 1524 |
|
|
2021
Q4 | $647K | Sell |
15,845
-308
| -2% | -$12.6K | ﹤0.01% | 1574 |
|
|
2021
Q3 | $603K | Buy |
16,153
+3,410
| +27% | +$127K | ﹤0.01% | 1540 |
|
|
2021
Q2 | $480K | Buy |
12,743
+954
| +8% | +$35.9K | ﹤0.01% | 1665 |
|
|
2021
Q1 | $375K | Buy |
11,789
+2,012
| +21% | +$64K | ﹤0.01% | 1730 |
|
|
2020
Q4 | $281K | Buy |
9,777
+111
| +1% | +$3.19K | ﹤0.01% | 1924 |
|
|
2020
Q3 | $236K | Buy |
9,666
+237
| +3% | +$5.79K | ﹤0.01% | 1825 |
|
|
2020
Q2 | $215K | Buy |
+9,429
| New | +$215K | ﹤0.01% | 1801 |
|
|
2020
Q1 | – | Sell |
-7,833
| Closed | -$240K | – | 2083 |
|
|
2019
Q4 | $240K | Buy |
7,833
+1,331
| +20% | +$40.8K | ﹤0.01% | 1825 |
|
|
2019
Q3 | $205K | Hold |
6,502
| – | – | ﹤0.01% | 1891 |
|
|
2019
Q2 | $203K | Buy |
+6,502
| New | +$203K | ﹤0.01% | 1900 |
|