One Wealth Advisors’s SunCoke Energy SXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
26,117
-959
| -4% | -$8.24K | 0.03% | 263 |
|
|
2025
Q1 | $249K | Buy |
27,076
+10,128
| +60% | +$93.2K | 0.04% | 239 |
|
|
2024
Q4 | $181K | Hold |
16,948
| – | – | 0.03% | 245 |
|
|
2024
Q3 | $147K | Buy |
+16,948
| New | +$147K | 0.02% | 263 |
|
|
2024
Q2 | – | Sell |
-11,097
| Closed | -$125K | – | 267 |
|
|
2024
Q1 | $125K | Sell |
11,097
-31
| -0.3% | -$349 | 0.02% | 246 |
|
|
2023
Q4 | $120K | Buy |
+11,128
| New | +$120K | 0.02% | 206 |
|
|
2022
Q3 | – | Sell |
-20,528
| Closed | -$140K | – | 211 |
|
|
2022
Q2 | $140K | Sell |
20,528
-6,919
| -25% | -$47.2K | 0.04% | 186 |
|
|
2022
Q1 | $245K | Buy |
27,447
+1,384
| +5% | +$12.4K | 0.06% | 177 |
|
|
2021
Q4 | $172K | Sell |
26,063
-3,901
| -13% | -$25.7K | 0.04% | 192 |
|
|
2021
Q3 | $188K | Buy |
29,964
+12,257
| +69% | +$76.9K | 0.06% | 206 |
|
|
2021
Q2 | $126K | Buy |
+17,707
| New | +$126K | 0.04% | 174 |
|