Lido Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $241K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $313K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $290K | Hold |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $221K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $242K | Hold |
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|
2016
Q3 | $261K | Hold |
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|
2016
Q2 | $270K | Hold |
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|
2016
Q1 | $298K | Buy |
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