L.M. Kohn & Company’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
5,400
| – | – | 0.08% | 212 |
|
|
2025
Q1 | $314K | Sell |
5,400
-1,000
| -16% | -$58.1K | 0.08% | 192 |
|
|
2024
Q4 | $329K | Buy |
6,400
+200
| +3% | +$10.3K | 0.09% | 174 |
|
|
2024
Q3 | $333K | Hold |
6,200
| – | – | 0.08% | 194 |
|
|
2024
Q2 | $351K | Sell |
6,200
-100
| -2% | -$5.65K | 0.09% | 178 |
|
|
2024
Q1 | $380K | Hold |
6,300
| – | – | 0.11% | 173 |
|
|
2023
Q4 | $378K | Hold |
6,300
| – | – | 0.12% | 152 |
|
|
2023
Q3 | $308K | Hold |
6,300
| – | – | 0.11% | 158 |
|
|
2023
Q2 | $274K | Buy |
+6,300
| New | +$274K | 0.1% | 178 |
|