NBW Capital’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
76,009
+1,431
| +2% | +$76.7K | 0.88% | 47 |
|
|
2025
Q1 | $4.33M | Buy |
+74,578
| New | +$4.33M | 0.96% | 41 |
|
|
2014
Q2 | – | Sell |
-19,300
| Closed | -$678K | – | 86 |
|
|
2014
Q1 | $678K | Sell |
19,300
-57,700
| -75% | -$2.03M | 0.17% | 69 |
|
|
2013
Q4 | $2.55M | Sell |
77,000
-4,500
| -6% | -$149K | 0.41% | 65 |
|
|
2013
Q3 | $2.46M | Sell |
81,500
-7,977
| -9% | -$240K | 0.43% | 63 |
|
|
2013
Q2 | $2.62M | Buy |
+89,477
| New | +$2.62M | 0.5% | 57 |
|