Ladenburg Thalmann Financial Services’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.15M | Buy |
37,632
+6,187
| +20% | +$189K | 0.01% | 1187 |
|
|
2019
Q3 | $988K | Sell |
31,445
-1,772
| -5% | -$55.7K | 0.01% | 1255 |
|
|
2019
Q2 | $1.04M | Sell |
33,217
-101
| -0.3% | -$3.16K | 0.01% | 1206 |
|
|
2019
Q1 | $1.04M | Buy |
33,318
+3,023
| +10% | +$94.2K | 0.01% | 1167 |
|
|
2018
Q4 | $823K | Sell |
30,295
-4,319
| -12% | -$117K | 0.01% | 1174 |
|
|
2018
Q3 | $1.02M | Sell |
34,614
-1,397
| -4% | -$41.2K | 0.01% | 1107 |
|
|
2018
Q2 | $919K | Hold |
36,011
| – | – | 0.01% | 1119 |
|
|
2018
Q1 | $919K | Buy |
36,011
+8,776
| +32% | +$224K | 0.01% | 1119 |
|
|
2017
Q4 | $773K | Buy |
27,235
+4,406
| +19% | +$125K | 0.01% | 1240 |
|
|
2017
Q3 | $709K | Sell |
22,829
-1,247
| -5% | -$38.7K | 0.01% | 1221 |
|
|
2017
Q2 | $737K | Sell |
24,076
-1,069
| -4% | -$32.7K | 0.01% | 1132 |
|
|
2017
Q1 | $604K | Buy |
25,145
+6,051
| +32% | +$145K | 0.01% | 1198 |
|
|
2016
Q4 | $513K | Buy |
19,094
+10,984
| +135% | +$295K | 0.01% | 1233 |
|
|
2016
Q3 | $235K | Buy |
+8,110
| New | +$235K | ﹤0.01% | 1649 |
|
|
2016
Q2 | – | Sell |
-10
| Closed | – | – | 4836 |
|
|
2016
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4801 |
|
|
2015
Q4 | – | Sell |
-204
| Closed | -$7K | – | 4780 |
|
|
2015
Q3 | $7K | Buy |
204
+4
| +2% | +$137 | ﹤0.01% | 3760 |
|
|
2015
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 3763 |
|