PFG Investments’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
5,671
-987
| -15% | -$52.9K | 0.02% | 730 |
|
|
2025
Q1 | $387K | Buy |
6,658
+13
| +0.2% | +$755 | 0.02% | 599 |
|
|
2024
Q4 | $342K | Buy |
6,645
+38
| +0.6% | +$1.96K | 0.02% | 645 |
|
|
2024
Q3 | $355K | Buy |
6,607
+13
| +0.2% | +$698 | 0.02% | 631 |
|
|
2024
Q2 | $373K | Buy |
6,594
+33
| +0.5% | +$1.87K | 0.03% | 561 |
|
|
2024
Q1 | $396K | Buy |
6,561
+794
| +14% | +$47.9K | 0.02% | 630 |
|
|
2023
Q4 | $346K | Buy |
5,767
+12
| +0.2% | +$719 | 0.06% | 320 |
|
|
2023
Q3 | $282K | Buy |
5,755
+14
| +0.2% | +$685 | 0.05% | 363 |
|
|
2023
Q2 | $250K | Buy |
+5,741
| New | +$250K | 0.04% | 415 |
|