Moors & Cabot’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Hold |
15,424
| – | – | 0.04% | 384 |
|
|
2025
Q1 | $896K | Buy |
15,424
+1,200
| +8% | +$69.7K | 0.05% | 352 |
|
|
2024
Q4 | $732K | Buy |
14,224
+600
| +4% | +$30.9K | 0.03% | 402 |
|
|
2024
Q3 | $731K | Buy |
13,624
+1,277
| +10% | +$68.5K | 0.04% | 401 |
|
|
2024
Q2 | $698K | Buy |
+12,347
| New | +$698K | 0.04% | 387 |
|
|
2017
Q2 | – | Sell |
-11,050
| Closed | -$267K | – | 539 |
|
|
2017
Q1 | $267K | Sell |
11,050
-1,250
| -10% | -$30.2K | 0.05% | 401 |
|
|
2016
Q4 | $330K | Buy |
12,300
+4,700
| +62% | +$126K | 0.05% | 362 |
|
|
2016
Q3 | $223K | Buy |
+7,600
| New | +$223K | 0.04% | 453 |
|