Lido Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,153
| Closed | -$241K | – | 1528 |
|
|
2025
Q1 | $241K | Buy |
+4,153
| New | +$241K | ﹤0.01% | 1206 |
|
|
2023
Q1 | – | Sell |
-4,892
| Closed | -$211K | – | 1053 |
|
|
2022
Q4 | $211K | Sell |
4,892
-2,798
| -36% | -$121K | ﹤0.01% | 791 |
|
|
2022
Q3 | $299K | Hold |
7,690
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $286K | Hold |
7,690
| – | – | ﹤0.01% | 668 |
|
|
2022
Q1 | $314K | Hold |
7,690
| – | – | ﹤0.01% | 710 |
|
|
2021
Q4 | $313K | Hold |
7,690
| – | – | ﹤0.01% | 695 |
|
|
2021
Q3 | $286K | Hold |
7,690
| – | – | ﹤0.01% | 669 |
|
|
2021
Q2 | $290K | Hold |
7,690
| – | – | ﹤0.01% | 636 |
|
|
2021
Q1 | $245K | Hold |
7,690
| – | – | ﹤0.01% | 649 |
|
|
2020
Q4 | $221K | Buy |
+7,690
| New | +$221K | ﹤0.01% | 642 |
|
|
2017
Q1 | – | Sell |
-9,000
| Closed | -$242K | – | 272 |
|
|
2016
Q4 | $242K | Hold |
9,000
| – | – | 0.06% | 171 |
|
|
2016
Q3 | $261K | Hold |
9,000
| – | – | 0.08% | 117 |
|
|
2016
Q2 | $270K | Hold |
9,000
| – | – | 0.08% | 122 |
|
|
2016
Q1 | $298K | Buy |
+9,000
| New | +$298K | 0.1% | 95 |
|