Mutual Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $251K | Hold |
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|
2025
Q2 | $247K | Buy |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | $210K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $465K | Buy |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $662K | Sell |
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|
2019
Q3 | $691K | Buy |
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|
2019
Q2 | $662K | Hold |
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|
2019
Q1 | $659K | Hold |
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|
2018
Q4 | $575K | Buy |
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|
2018
Q3 | $608K | Sell |
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|
2018
Q2 | $518K | Buy |
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|
2018
Q1 | $514K | Buy |
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