Kelly Financial Services’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14
| Closed | -$796 | – | 680 |
|
|
2024
Q2 | $796 | Hold |
14
| – | – | ﹤0.01% | 671 |
|
|
2024
Q1 | $835 | Hold |
14
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $819 | Buy |
14
+1
| +8% | +$59 | ﹤0.01% | 671 |
|
|
2023
Q3 | $658 | Hold |
13
| – | – | ﹤0.01% | 663 |
|
|
2023
Q2 | $575 | Hold |
13
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $569 | Hold |
13
| – | – | ﹤0.01% | 623 |
|
|
2022
Q4 | $549 | Buy |
13
+1
| +8% | +$42 | ﹤0.01% | 600 |
|
|
2022
Q3 | $487 | Hold |
12
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $456 | Buy |
+12
| New | +$456 | ﹤0.01% | 608 |
|