Jones Financial Companies’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
5,991
+1,225
| +26% | +$66.5K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $282K | Buy |
4,766
+1,744
| +58% | +$103K | ﹤0.01% | 1353 |
|
|
2024
Q4 | $155K | Buy |
3,022
+393
| +15% | +$20.2K | ﹤0.01% | 1458 |
|
|
2024
Q3 | $140K | Buy |
2,629
+1,300
| +98% | +$69.1K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $75.2K | Buy |
1,329
+1,094
| +466% | +$61.9K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $14.2K | Buy |
+235
| New | +$14.2K | ﹤0.01% | 989 |
|