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