Key Financial Inc’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.1K | Buy |
973
+16
| +2% | +$857 | 0.01% | 483 |
|
|
2025
Q1 | $55.6K | Buy |
957
+14
| +1% | +$813 | 0.01% | 465 |
|
|
2024
Q4 | $48.5K | Buy |
943
+16
| +2% | +$823 | 0.01% | 484 |
|
|
2024
Q3 | $49.8K | Buy |
927
+15
| +2% | +$805 | 0.01% | 480 |
|
|
2024
Q2 | $51.6K | Buy |
912
+15
| +2% | +$848 | 0.01% | 467 |
|
|
2024
Q1 | $54.1K | Buy |
897
+12
| +1% | +$724 | 0.01% | 426 |
|
|
2023
Q4 | $53K | Buy |
885
+3
| +0.3% | +$180 | 0.01% | 416 |
|
|
2023
Q3 | $43.2K | Buy |
882
+16
| +2% | +$784 | 0.01% | 433 |
|
|
2023
Q2 | $37.7K | Buy |
866
+16
| +2% | +$697 | 0.01% | 453 |
|
|
2023
Q1 | $37.3K | Buy |
850
+839
| +7,627% | +$36.8K | 0.01% | 438 |
|
|
2022
Q4 | $429 | Hold |
11
| – | – | ﹤0.01% | 1106 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1176 |
|
|
2022
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 1156 |
|
|
2022
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1105 |
|