Northwestern Mutual Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,040
| Closed | -$118K | – | 3978 |
|
|
2025
Q1 | $118K | Buy |
2,040
+1,069
| +110% | +$62.1K | ﹤0.01% | 1863 |
|
|
2024
Q4 | $50K | Buy |
971
+761
| +362% | +$39.2K | ﹤0.01% | 2188 |
|
|
2024
Q3 | $11.3K | Buy |
210
+134
| +176% | +$7.19K | ﹤0.01% | 2646 |
|
|
2024
Q2 | $4.3K | Sell |
76
-24
| -24% | -$1.36K | ﹤0.01% | 2898 |
|
|
2024
Q1 | $6.03K | Sell |
100
-227
| -69% | -$13.7K | ﹤0.01% | 2792 |
|
|
2023
Q4 | $19.6K | Sell |
327
-842
| -72% | -$50.5K | ﹤0.01% | 2405 |
|
|
2023
Q3 | $57.2K | Sell |
1,169
-1,407
| -55% | -$68.9K | ﹤0.01% | 1915 |
|
|
2023
Q2 | $112K | Buy |
2,576
+1,976
| +329% | +$86.1K | ﹤0.01% | 1664 |
|
|
2023
Q1 | $26.3K | Hold |
600
| – | – | ﹤0.01% | 2166 |
|
|
2022
Q4 | $25.9K | Buy |
+600
| New | +$25.9K | ﹤0.01% | 2154 |
|
|
2021
Q3 | – | Sell |
-250
| Closed | -$9K | – | 3209 |
|
|
2021
Q2 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 2481 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$26K | – | 2484 |
|
|
2018
Q1 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 1435 |
|
|
2017
Q4 | – | Sell |
-327
| Closed | -$10K | – | 2446 |
|
|
2017
Q3 | $10K | Hold |
327
| – | – | ﹤0.01% | 1669 |
|
|
2017
Q2 | $10K | Buy |
327
+47
| +17% | +$1.44K | ﹤0.01% | 1592 |
|
|
2017
Q1 | $7K | Buy |
+280
| New | +$7K | ﹤0.01% | 1656 |
|