LPL Financial’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
190,659
+5,734
| +3% | +$307K | ﹤0.01% | 1694 |
|
|
2025
Q1 | $10.7M | Buy |
184,925
+6,986
| +4% | +$406K | ﹤0.01% | 1544 |
|
|
2024
Q4 | $9.15M | Sell |
177,939
-15,099
| -8% | -$777K | ﹤0.01% | 1606 |
|
|
2024
Q3 | $10.4M | Sell |
193,038
-33,957
| -15% | -$1.82M | ﹤0.01% | 1438 |
|
|
2024
Q2 | $12.8M | Buy |
226,995
+68,487
| +43% | +$3.87M | 0.01% | 1205 |
|
|
2024
Q1 | $9.56M | Buy |
158,508
+13,074
| +9% | +$788K | 0.01% | 1360 |
|
|
2023
Q4 | $8.72M | Sell |
145,434
-6,995
| -5% | -$419K | 0.01% | 1334 |
|
|
2023
Q3 | $7.46M | Buy |
152,429
+7,383
| +5% | +$361K | 0.01% | 1338 |
|
|
2023
Q2 | $6.32M | Buy |
145,046
+1,494
| +1% | +$65.1K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $6.3M | Buy |
143,552
+15,255
| +12% | +$670K | ﹤0.01% | 1371 |
|
|
2022
Q4 | $5.53M | Buy |
128,297
+1,355
| +1% | +$58.4K | ﹤0.01% | 1385 |
|
|
2022
Q3 | $4.95M | Sell |
126,942
-11,719
| -8% | -$457K | ﹤0.01% | 1380 |
|
|
2022
Q2 | $5.17M | Buy |
138,661
+33,066
| +31% | +$1.23M | ﹤0.01% | 1371 |
|
|
2022
Q1 | $4.31M | Buy |
105,595
+39,273
| +59% | +$1.6M | ﹤0.01% | 1531 |
|
|
2021
Q4 | $2.71M | Buy |
66,322
+18,290
| +38% | +$747K | ﹤0.01% | 1862 |
|
|
2021
Q3 | $1.79M | Buy |
48,032
+4,041
| +9% | +$151K | ﹤0.01% | 2129 |
|
|
2021
Q2 | $1.66M | Buy |
43,991
+10,004
| +29% | +$377K | ﹤0.01% | 2122 |
|
|
2021
Q1 | $1.08M | Sell |
33,987
-11,581
| -25% | -$369K | ﹤0.01% | 2327 |
|
|
2020
Q4 | $1.31M | Buy |
45,568
+17,677
| +63% | +$509K | ﹤0.01% | 1969 |
|
|
2020
Q3 | $680K | Buy |
27,891
+1,748
| +7% | +$42.6K | ﹤0.01% | 2213 |
|
|
2020
Q2 | $597K | Buy |
26,143
+4,165
| +19% | +$95.1K | ﹤0.01% | 2223 |
|
|
2020
Q1 | $344K | Sell |
21,978
-7,364
| -25% | -$115K | ﹤0.01% | 2375 |
|
|
2019
Q4 | $898K | Sell |
29,342
-11,150
| -28% | -$341K | ﹤0.01% | 1917 |
|
|
2019
Q3 | $1.27M | Buy |
40,492
+10,215
| +34% | +$321K | ﹤0.01% | 1562 |
|
|
2019
Q2 | $947K | Buy |
30,277
+8,332
| +38% | +$261K | ﹤0.01% | 1753 |
|
|
2019
Q1 | $684K | Buy |
21,945
+2,841
| +15% | +$88.6K | ﹤0.01% | 1939 |
|
|
2018
Q4 | $519K | Sell |
19,104
-5,637
| -23% | -$153K | ﹤0.01% | 2000 |
|
|
2018
Q3 | $731K | Buy |
24,741
+2,783
| +13% | +$82.2K | ﹤0.01% | 1914 |
|
|
2018
Q2 | $548K | Buy |
21,958
+342
| +2% | +$8.54K | ﹤0.01% | 2106 |
|
|
2018
Q1 | $551K | Buy |
21,616
+3,876
| +22% | +$98.8K | ﹤0.01% | 2033 |
|
|
2017
Q4 | $504K | Buy |
17,740
+8,224
| +86% | +$234K | ﹤0.01% | 2052 |
|
|
2017
Q3 | $296K | Buy |
9,516
+619
| +7% | +$19.3K | ﹤0.01% | 2357 |
|
|
2017
Q2 | $272K | Sell |
8,897
-26,960
| -75% | -$824K | ﹤0.01% | 2362 |
|
|
2017
Q1 | $866K | Sell |
35,857
-86
| -0.2% | -$2.08K | 0.01% | 1360 |
|
|
2016
Q4 | $970K | Buy |
35,943
+24,817
| +223% | +$670K | 0.01% | 1240 |
|
|
2016
Q3 | $320K | Buy |
+11,126
| New | +$320K | ﹤0.01% | 2071 |
|
|
2016
Q2 | – | Sell |
-10,980
| Closed | -$349K | – | 2953 |
|
|
2016
Q1 | $349K | Buy |
10,980
+2,178
| +25% | +$69.2K | ﹤0.01% | 2402 |
|
|
2015
Q4 | $348K | Buy |
+8,802
| New | +$348K | ﹤0.01% | 2434 |
|