Parallel Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Buy |
671
+9
| +1% | +$482 | ﹤0.01% | 1891 |
|
|
2025
Q1 | $38.4K | Buy |
662
+10
| +2% | +$580 | ﹤0.01% | 1777 |
|
|
2024
Q4 | $33.6K | Buy |
652
+9
| +1% | +$463 | ﹤0.01% | 1866 |
|
|
2024
Q3 | $34.5K | Buy |
643
+9
| +1% | +$483 | ﹤0.01% | 1803 |
|
|
2024
Q2 | $35.8K | Buy |
634
+9
| +1% | +$509 | ﹤0.01% | 1684 |
|
|
2024
Q1 | $37.7K | Buy |
625
+8
| +1% | +$482 | ﹤0.01% | 1636 |
|
|
2023
Q4 | $37K | Buy |
617
+9
| +1% | +$540 | ﹤0.01% | 1592 |
|
|
2023
Q3 | $29.8K | Sell |
608
-1,475
| -71% | -$72.3K | ﹤0.01% | 1648 |
|
|
2023
Q2 | $90.8K | Sell |
2,083
-574
| -22% | -$25K | ﹤0.01% | 1119 |
|
|
2023
Q1 | $117K | Buy |
2,657
+9
| +0.3% | +$395 | ﹤0.01% | 987 |
|
|
2022
Q4 | $114K | Buy |
2,648
+9
| +0.3% | +$388 | ﹤0.01% | 940 |
|
|
2022
Q3 | $103K | Hold |
2,639
| – | – | ﹤0.01% | 957 |
|
|
2022
Q2 | $98K | Sell |
2,639
-357
| -12% | -$13.3K | ﹤0.01% | 969 |
|
|
2022
Q1 | $125K | Hold |
2,996
| – | – | 0.01% | 901 |
|
|
2021
Q4 | $122K | Buy |
2,996
+1,380
| +85% | +$56.2K | ﹤0.01% | 927 |
|
|
2021
Q3 | $60K | Buy |
1,616
+526
| +48% | +$19.5K | ﹤0.01% | 1186 |
|
|
2021
Q2 | $41K | Buy |
+1,090
| New | +$41K | ﹤0.01% | 1323 |
|
|
2020
Q2 | – | Sell |
-221
| Closed | -$3K | – | 2701 |
|
|
2020
Q1 | $3K | Hold |
221
| – | – | ﹤0.01% | 2051 |
|
|
2019
Q4 | $7K | Sell |
221
-40
| -15% | -$1.27K | ﹤0.01% | 1871 |
|
|
2019
Q3 | $8K | Hold |
261
| – | – | ﹤0.01% | 1762 |
|
|
2019
Q2 | $8K | Hold |
261
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q1 | $8K | Hold |
261
| – | – | ﹤0.01% | 1619 |
|
|
2018
Q4 | $7K | Hold |
261
| – | – | ﹤0.01% | 1478 |
|
|
2018
Q3 | $8K | Buy |
261
+40
| +18% | +$1.23K | ﹤0.01% | 1529 |
|
|
2018
Q2 | $5K | Buy |
+221
| New | +$5K | ﹤0.01% | 1615 |
|