LPL Financial’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Sell |
177,210
-1,913
| -1% | -$116K | ﹤0.01% | 1876 |
|
|
2025
Q4 | $9.39M | Sell |
179,123
-17,206
| -9% | -$909K | ﹤0.01% | 1989 |
|
|
2025
Q3 | $9.82M | Buy |
196,329
+5,670
| +3% | +$295K | ﹤0.01% | 1877 |
|
|
2025
Q2 | $10.2M | Buy |
190,659
+5,734
| +3% | +$317K | ﹤0.01% | 1696 |
|
|
2025
Q1 | $10.7M | Buy |
184,925
+6,986
| +4% | +$395K | ﹤0.01% | 1546 |
|
|
2024
Q4 | $9.15M | Sell |
177,939
-15,099
| -8% | -$798K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $10.4M | Sell |
193,038
-33,957
| -15% | -$1.84M | ﹤0.01% | 1441 |
|
|
2024
Q2 | $12.8M | Buy |
226,995
+68,487
| +43% | +$3.73M | 0.01% | 1208 |
|
|
2024
Q1 | $9.56M | Buy |
158,508
+13,074
| +9% | +$791K | 0.01% | 1363 |
|
|
2023
Q4 | $8.72M | Sell |
145,434
-6,995
| -5% | -$372K | 0.01% | 1338 |
|
|
2023
Q3 | $7.46M | Buy |
152,429
+7,383
| +5% | +$335K | 0.01% | 1341 |
|
|
2023
Q2 | $6.32M | Buy |
145,046
+1,494
| +1% | +$66.1K | ﹤0.01% | 1440 |
|
|
2023
Q1 | $6.3M | Buy |
143,552
+15,255
| +12% | +$688K | ﹤0.01% | 1374 |
|
|
2022
Q4 | $5.53M | Buy |
128,297
+1,355
| +1% | +$57.2K | ﹤0.01% | 1387 |
|
|
2022
Q3 | $4.95M | Sell |
126,942
-11,719
| -8% | -$461K | ﹤0.01% | 1382 |
|
|
2022
Q2 | $5.17M | Buy |
138,661
+33,066
| +31% | +$1.35M | ﹤0.01% | 1374 |
|
|
2022
Q1 | $4.31M | Buy |
105,595
+39,273
| +59% | +$1.67M | ﹤0.01% | 1534 |
|
|
2021
Q4 | $2.71M | Buy |
66,322
+18,290
| +38% | +$725K | ﹤0.01% | 1867 |
|
|
2021
Q3 | $1.79M | Buy |
48,032
+4,041
| +9% | +$150K | ﹤0.01% | 2138 |
|
|
2021
Q2 | $1.66M | Buy |
43,991
+10,004
| +29% | +$355K | ﹤0.01% | 2127 |
|
|
2021
Q1 | $1.08M | Sell |
33,987
-11,581
| -25% | -$362K | ﹤0.01% | 2332 |
|
|
2020
Q4 | $1.31M | Buy |
45,568
+17,677
| +63% | +$479K | ﹤0.01% | 1974 |
|
|
2020
Q3 | $680K | Buy |
27,891
+1,748
| +7% | +$44K | ﹤0.01% | 2224 |
|
|
2020
Q2 | $597K | Buy |
26,143
+4,165
| +19% | +$96.8K | ﹤0.01% | 2237 |
|
|
2020
Q1 | $344K | Sell |
21,978
-7,364
| -25% | -$198K | ﹤0.01% | 2380 |
|
|
2019
Q4 | $898K | Sell |
29,342
-11,150
| -28% | -$351K | ﹤0.01% | 1921 |
|
|
2019
Q3 | $1.27M | Buy |
40,492
+10,215
| +34% | +$326K | ﹤0.01% | 1565 |
|
|
2019
Q2 | $947K | Buy |
30,277
+8,332
| +38% | +$256K | ﹤0.01% | 1758 |
|
|
2019
Q1 | $684K | Buy |
21,945
+2,841
| +15% | +$84.6K | ﹤0.01% | 1946 |
|
|
2018
Q4 | $519K | Sell |
19,104
-5,637
| -23% | -$157K | ﹤0.01% | 2012 |
|
|
2018
Q3 | $731K | Buy |
24,741
+2,783
| +13% | +$74.9K | ﹤0.01% | 1922 |
|
|
2018
Q2 | $548K | Buy |
21,958
+342
| +2% | +$9.08K | ﹤0.01% | 2121 |
|
|
2018
Q1 | $551K | Buy |
21,616
+3,876
| +22% | +$114K | ﹤0.01% | 2049 |
|
|
2017
Q4 | $504K | Buy |
17,740
+8,224
| +86% | +$248K | ﹤0.01% | 2067 |
|
|
2017
Q3 | $296K | Buy |
9,516
+619
| +7% | +$19.3K | ﹤0.01% | 2368 |
|
|
2017
Q2 | $272K | Sell |
8,897
-26,960
| -75% | -$804K | ﹤0.01% | 2368 |
|
|
2017
Q1 | $866K | Sell |
35,857
-86
| -0.2% | -$2.28K | 0.01% | 1360 |
|
|
2016
Q4 | $970K | Buy |
35,943
+24,817
| +223% | +$646K | 0.01% | 1240 |
|
|
2016
Q3 | $320K | Buy |
+11,126
| New | +$334K | ﹤0.01% | 2073 |
|
|
2016
Q2 | – | Sell |
-10,980
| Closed | -$349K | – | 2953 |
|
|
2016
Q1 | $349K | Buy |
10,980
+2,178
| +25% | +$69.5K | ﹤0.01% | 2402 |
|
|
2015
Q4 | $348K | Buy |
+8,802
| New | +$317K | ﹤0.01% | 2434 |
|
Other funds holding SUN
AA
EIP
CLG
RIA