Patriot Financial Group Insurance Agency’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
4,856
-139
| -3% | -$7.45K | 0.03% | 436 |
|
|
2025
Q1 | $290K | Sell |
4,995
-337
| -6% | -$19.6K | 0.04% | 386 |
|
|
2024
Q4 | $274K | Buy |
5,332
+44
| +0.8% | +$2.26K | 0.04% | 388 |
|
|
2024
Q3 | $284K | Sell |
5,288
-545
| -9% | -$29.3K | 0.04% | 397 |
|
|
2024
Q2 | $330K | Sell |
5,833
-98
| -2% | -$5.54K | 0.05% | 345 |
|
|
2024
Q1 | $358K | Buy |
5,931
+154
| +3% | +$9.28K | 0.06% | 322 |
|
|
2023
Q4 | $346K | Sell |
5,777
-146
| -2% | -$8.75K | 0.07% | 305 |
|
|
2023
Q3 | $290K | Sell |
5,923
-973
| -14% | -$47.6K | 0.06% | 327 |
|
|
2023
Q2 | $300K | Buy |
6,896
+16
| +0.2% | +$697 | 0.06% | 339 |
|
|
2023
Q1 | $302K | Sell |
6,880
-162
| -2% | -$7.11K | 0.06% | 337 |
|
|
2022
Q4 | $304K | Buy |
7,042
+73
| +1% | +$3.15K | 0.04% | 308 |
|
|
2022
Q3 | $272K | Buy |
6,969
+75
| +1% | +$2.93K | 0.07% | 319 |
|
|
2022
Q2 | $257K | Sell |
6,894
-493
| -7% | -$18.4K | 0.05% | 332 |
|
|
2022
Q1 | $302K | Sell |
7,387
-126
| -2% | -$5.15K | 0.05% | 326 |
|
|
2021
Q4 | $307K | Sell |
7,513
-512
| -6% | -$20.9K | 0.05% | 344 |
|
|
2021
Q3 | $299K | Buy |
8,025
+95
| +1% | +$3.54K | 0.05% | 339 |
|
|
2021
Q2 | $299K | Buy |
7,930
+96
| +1% | +$3.62K | 0.05% | 337 |
|
|
2021
Q1 | $249K | Buy |
7,834
+1,980
| +34% | +$62.9K | 0.06% | 336 |
|
|
2020
Q4 | $168K | Buy |
5,854
+3,390
| +138% | +$97.3K | 0.04% | 381 |
|
|
2020
Q3 | $60K | Buy |
2,464
+42
| +2% | +$1.02K | 0.02% | 498 |
|
|
2020
Q2 | $55K | Sell |
2,422
-14
| -0.6% | -$318 | 0.02% | 493 |
|
|
2020
Q1 | $37K | Buy |
2,436
+124
| +5% | +$1.88K | 0.02% | 513 |
|
|
2019
Q4 | $71K | Buy |
2,312
+32
| +1% | +$983 | 0.03% | 413 |
|
|
2019
Q3 | $72K | Buy |
2,280
+182
| +9% | +$5.75K | 0.03% | 371 |
|
|
2019
Q2 | $68K | Buy |
2,098
+182
| +9% | +$5.9K | 0.03% | 391 |
|
|
2019
Q1 | $60K | Buy |
1,916
+526
| +38% | +$16.5K | 0.03% | 356 |
|
|
2018
Q4 | $38K | Buy |
1,390
+28
| +2% | +$765 | 0.03% | 369 |
|
|
2018
Q3 | $40K | Buy |
1,362
+235
| +21% | +$6.9K | 0.02% | 345 |
|
|
2018
Q2 | $28K | Buy |
+1,127
| New | +$28K | 0.03% | 243 |
|