MAI Capital Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
5,587
+3
| +0.1% | +$161 | ﹤0.01% | 972 |
|
|
2025
Q1 | $324K | Buy |
5,584
+157
| +3% | +$9.12K | ﹤0.01% | 916 |
|
|
2024
Q4 | $279K | Buy |
5,427
+52
| +1% | +$2.68K | ﹤0.01% | 973 |
|
|
2024
Q3 | $289K | Buy |
5,375
+754
| +16% | +$40.5K | ﹤0.01% | 863 |
|
|
2024
Q2 | $261K | Sell |
4,621
-159
| -3% | -$8.99K | ﹤0.01% | 1009 |
|
|
2024
Q1 | $288K | Hold |
4,780
| – | – | ﹤0.01% | 962 |
|
|
2023
Q4 | $286K | Hold |
4,780
| – | – | ﹤0.01% | 865 |
|
|
2023
Q3 | $234K | Hold |
4,780
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $208K | Buy |
+4,780
| New | +$208K | ﹤0.01% | 933 |
|