Kestra Advisory Services’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
63,302
-1,834
| -3% | -$98.3K | 0.02% | 813 |
|
|
2025
Q1 | $3.78M | Sell |
65,136
-1,653
| -2% | -$96K | 0.02% | 691 |
|
|
2024
Q4 | $3.44M | Buy |
+66,789
| New | +$3.44M | 0.02% | 739 |
|
|
2024
Q3 | – | Sell |
-76,073
| Closed | -$4.3M | – | 2718 |
|
|
2024
Q2 | $4.3M | Buy |
76,073
+52,137
| +218% | +$2.95M | 0.02% | 644 |
|
|
2024
Q1 | $1.44M | Buy |
+23,936
| New | +$1.44M | 0.01% | 1026 |
|
|
2022
Q3 | – | Sell |
-18,785
| Closed | -$700K | – | 2237 |
|
|
2022
Q2 | $700K | Buy |
+18,785
| New | +$700K | 0.01% | 1136 |
|