LifePlan Financial Group’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $30K | Buy |
1,249
+13
| +1% | +$312 | 0.01% | 294 |
|
|
2020
Q2 | $28K | Buy |
1,236
+436
| +55% | +$9.88K | 0.01% | 299 |
|
|
2020
Q1 | $13K | Hold |
800
| – | – | 0.01% | 373 |
|
|
2019
Q4 | $24K | Sell |
800
-400
| -33% | -$12K | 0.01% | 328 |
|
|
2019
Q3 | $38K | Hold |
1,200
| – | – | 0.02% | 275 |
|
|
2019
Q2 | $38K | Hold |
1,200
| – | – | 0.02% | 272 |
|
|
2019
Q1 | $37K | Hold |
1,200
| – | – | 0.02% | 280 |
|
|
2018
Q4 | $33K | Hold |
1,200
| – | – | 0.02% | 279 |
|
|
2018
Q3 | $35K | Hold |
1,200
| – | – | 0.02% | 278 |
|
|
2018
Q2 | $30K | Buy |
1,200
+400
| +50% | +$10K | 0.02% | 288 |
|
|
2018
Q1 | $20K | Buy |
+800
| New | +$20K | 0.01% | 320 |
|