McDonald Partners’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
15,506
+4
| +0% | +$214 | 0.2% | 132 |
|
|
2025
Q1 | $900K | Buy |
15,502
+105
| +0.7% | +$6.1K | 0.23% | 124 |
|
|
2024
Q4 | $792K | Buy |
15,397
+4
| +0% | +$206 | 0.2% | 130 |
|
|
2024
Q3 | $826K | Buy |
15,393
+5
| +0% | +$268 | 0.21% | 130 |
|
|
2024
Q2 | $870K | Buy |
15,388
+388
| +3% | +$21.9K | 0.23% | 115 |
|
|
2024
Q1 | $904K | Hold |
15,000
| – | – | 0.25% | 110 |
|
|
2023
Q4 | $899K | Hold |
15,000
| – | – | 0.27% | 105 |
|
|
2023
Q3 | $734K | Hold |
15,000
| – | – | 0.24% | 117 |
|
|
2023
Q2 | $653K | Hold |
15,000
| – | – | 0.2% | 132 |
|
|
2023
Q1 | $658K | Hold |
15,000
| – | – | 0.21% | 129 |
|
|
2022
Q4 | $647K | Hold |
15,000
| – | – | 0.22% | 126 |
|
|
2022
Q3 | $585K | Hold |
15,000
| – | – | 0.22% | 122 |
|
|
2022
Q2 | $559K | Hold |
15,000
| – | – | 0.14% | 173 |
|
|
2022
Q1 | $613K | Buy |
+15,000
| New | +$613K | 0.13% | 177 |
|
|
2021
Q4 | – | Sell |
-15,000
| Closed | -$560K | – | 706 |
|
|
2021
Q3 | $560K | Hold |
15,000
| – | – | 0.13% | 177 |
|
|
2021
Q2 | $566K | Hold |
15,000
| – | – | 0.13% | 173 |
|
|
2021
Q1 | $478K | Hold |
15,000
| – | – | 0.12% | 177 |
|
|
2020
Q4 | $432K | Buy |
+15,000
| New | +$432K | 0.12% | 181 |
|