NewEdge Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
7,088
+4,915
| +226% | +$263K | ﹤0.01% | 1867 |
|
|
2025
Q1 | $126K | Buy |
2,173
+3
| +0.1% | +$174 | ﹤0.01% | 2219 |
|
|
2024
Q4 | $112K | Buy |
2,170
+3
| +0.1% | +$154 | ﹤0.01% | 2245 |
|
|
2024
Q3 | $116K | Sell |
2,167
-4,858
| -69% | -$261K | ﹤0.01% | 2147 |
|
|
2024
Q2 | $397K | Buy |
7,025
+490
| +7% | +$27.7K | ﹤0.01% | 1547 |
|
|
2024
Q1 | $394K | Buy |
6,535
+63
| +1% | +$3.8K | ﹤0.01% | 1486 |
|
|
2023
Q4 | $388K | Buy |
6,472
+71
| +1% | +$4.26K | ﹤0.01% | 1426 |
|
|
2023
Q3 | $313K | Buy |
6,401
+67
| +1% | +$3.28K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $276K | Buy |
6,334
+83
| +1% | +$3.62K | ﹤0.01% | 1488 |
|
|
2023
Q1 | $276K | Sell |
6,251
-3,033
| -33% | -$134K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $400K | Buy |
9,284
+2,210
| +31% | +$95.3K | 0.01% | 878 |
|
|
2022
Q3 | $276K | Buy |
7,074
+168
| +2% | +$6.56K | ﹤0.01% | 1246 |
|
|
2022
Q2 | $257K | Buy |
+6,906
| New | +$257K | ﹤0.01% | 1276 |
|
|
2022
Q1 | – | Sell |
-6,937
| Closed | -$283K | – | 1585 |
|
|
2021
Q4 | $283K | Buy |
+6,937
| New | +$283K | ﹤0.01% | 1356 |
|
|
2020
Q1 | – | Sell |
-17,000
| Closed | -$520K | – | 894 |
|
|
2019
Q4 | $520K | Hold |
17,000
| – | – | 0.02% | 514 |
|
|
2019
Q3 | $535K | Hold |
17,000
| – | – | 0.02% | 473 |
|
|
2019
Q2 | $532K | Buy |
17,000
+3,000
| +21% | +$93.9K | 0.03% | 385 |
|
|
2019
Q1 | $436K | Hold |
14,000
| – | – | 0.03% | 431 |
|
|
2018
Q4 | $381 | Buy |
+14,000
| New | +$381 | 0.02% | 429 |
|