Patriot Financial Group Insurance Agency’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Buy |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $299K | Buy |
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|
2021
Q2 | $299K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $168K | Buy |
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|
2020
Q3 | $60K | Buy |
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|
2020
Q2 | $55K | Sell |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $71K | Buy |
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|
2019
Q3 | $72K | Buy |
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|
2019
Q2 | $68K | Buy |
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|
2019
Q1 | $60K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $28K | Buy |
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