Prime Capital Investment Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,918
| Closed | -$236K | – | 1005 |
|
|
2024
Q1 | $236K | Sell |
3,918
-35
| -0.9% | -$2.11K | ﹤0.01% | 862 |
|
|
2023
Q4 | $237K | Buy |
+3,953
| New | +$237K | ﹤0.01% | 819 |
|
|
2023
Q3 | – | Sell |
-4,940
| Closed | -$215K | – | 795 |
|
|
2023
Q2 | $215K | Buy |
+4,940
| New | +$215K | ﹤0.01% | 689 |
|
|
2023
Q1 | – | Sell |
-4,790
| Closed | -$206K | – | 640 |
|
|
2022
Q4 | $206K | Buy |
+4,790
| New | +$206K | 0.01% | 490 |
|
|
2020
Q2 | – | Sell |
-920
| Closed | -$14K | – | 520 |
|
|
2020
Q1 | $14K | Buy |
+920
| New | +$14K | ﹤0.01% | 386 |
|