Lee, Danner & Bass’s SunCoke Energy SXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $172K | Hold |
20,000
| – | – | 0.01% | 220 |
|
2025
Q1 | $184K | Sell |
20,000
-5,000
| -20% | -$46K | 0.01% | 217 |
|
2024
Q4 | $268K | Hold |
25,000
| – | – | 0.02% | 207 |
|
2024
Q3 | $217K | Hold |
25,000
| – | – | 0.02% | 207 |
|
2024
Q2 | $245K | Buy |
+25,000
| New | +$245K | 0.02% | 196 |
|
2023
Q4 | $268K | Hold |
25,000
| – | – | 0.02% | 193 |
|
2023
Q3 | $254K | Hold |
25,000
| – | – | 0.02% | 192 |
|
2023
Q2 | $197K | Hold |
25,000
| – | – | 0.02% | 200 |
|
2023
Q1 | $224K | Hold |
25,000
| – | – | 0.02% | 191 |
|
2022
Q4 | $216K | Hold |
25,000
| – | – | 0.02% | 188 |
|
2022
Q3 | $145K | Hold |
25,000
| – | – | 0.02% | 190 |
|
2022
Q2 | $170K | Hold |
25,000
| – | – | 0.02% | 187 |
|
2022
Q1 | $223K | Hold |
25,000
| – | – | 0.02% | 191 |
|
2021
Q4 | $165K | Hold |
25,000
| – | – | 0.01% | 195 |
|
2021
Q3 | $157K | Hold |
25,000
| – | – | 0.01% | 194 |
|
2021
Q2 | $178K | Hold |
25,000
| – | – | 0.02% | 200 |
|
2021
Q1 | $175K | Hold |
25,000
| – | – | 0.02% | 188 |
|
2020
Q4 | $109K | Hold |
25,000
| – | – | 0.01% | 181 |
|
2020
Q3 | $85K | Hold |
25,000
| – | – | 0.01% | 175 |
|
2020
Q2 | $74K | Hold |
25,000
| – | – | 0.01% | 176 |
|
2020
Q1 | $96K | Hold |
25,000
| – | – | 0.01% | 168 |
|
2019
Q4 | $156K | Hold |
25,000
| – | – | 0.02% | 174 |
|
2019
Q3 | $141K | Hold |
25,000
| – | – | 0.02% | 175 |
|
2019
Q2 | $222K | Hold |
25,000
| – | – | 0.02% | 168 |
|
2019
Q1 | $212K | Hold |
25,000
| – | – | 0.02% | 165 |
|
2018
Q4 | $214K | Hold |
25,000
| – | – | 0.03% | 164 |
|
2018
Q3 | $290K | Hold |
25,000
| – | – | 0.03% | 161 |
|
2018
Q2 | $335K | Hold |
25,000
| – | – | 0.04% | 150 |
|
2018
Q1 | $269K | Hold |
25,000
| – | – | 0.03% | 163 |
|
2017
Q4 | $300K | Hold |
25,000
| – | – | 0.03% | 156 |
|
2017
Q3 | $228K | Sell |
25,000
-8,000
| -24% | -$73K | 0.02% | 162 |
|
2017
Q2 | $360K | Sell |
33,000
-1,000
| -3% | -$10.9K | 0.04% | 144 |
|
2017
Q1 | $305K | Hold |
34,000
| – | – | 0.03% | 147 |
|
2016
Q4 | $386K | Sell |
34,000
-2,500
| -7% | -$28.4K | 0.05% | 132 |
|
2016
Q3 | $293K | Hold |
36,500
| – | – | 0.04% | 143 |
|
2016
Q2 | $212K | Hold |
36,500
| – | – | 0.03% | 159 |
|
2016
Q1 | $274K | Sell |
36,500
-15,800
| -30% | -$119K | 0.03% | 144 |
|
2015
Q4 | $181K | Buy |
52,300
+25,800
| +97% | +$89.3K | 0.02% | 157 |
|
2015
Q3 | $206K | Buy |
26,500
+13,000
| +96% | +$101K | 0.03% | 158 |
|
2015
Q2 | $175K | Buy |
+13,500
| New | +$175K | 0.02% | 161 |
|