Oppenheimer Asset 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 | $347K | Sell |
6,479
-405
| -6% | -$21.7K | ﹤0.01% | 953 |
|
|
2025
Q1 | $400K | Buy |
6,884
+2,353
| +52% | +$137K | 0.01% | 907 |
|
|
2024
Q4 | $233K | Sell |
4,531
-51
| -1% | -$2.62K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $246K | Sell |
4,582
-35
| -0.8% | -$1.88K | ﹤0.01% | 1043 |
|
|
2024
Q2 | $261K | Buy |
4,617
+1,176
| +34% | +$66.5K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $207K | Sell |
3,441
-916
| -21% | -$55.2K | ﹤0.01% | 1033 |
|
|
2023
Q4 | $261K | Buy |
+4,357
| New | +$261K | ﹤0.01% | 1029 |
|