Principal Securities’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1K | Buy |
1,327
+823
| +163% | +$44.1K | ﹤0.01% | 1700 |
|
|
2025
Q1 | $25.9K | Hold |
504
| – | – | ﹤0.01% | 2074 |
|
|
2024
Q4 | $25.9K | Sell |
504
-194
| -28% | -$9.97K | ﹤0.01% | 2068 |
|
|
2024
Q3 | $37.4K | Buy |
698
+21
| +3% | +$1.13K | ﹤0.01% | 1814 |
|
|
2024
Q2 | $38.3K | Buy |
677
+224
| +49% | +$12.7K | ﹤0.01% | 1745 |
|
|
2024
Q1 | $27.3K | Buy |
453
+5
| +1% | +$301 | ﹤0.01% | 1854 |
|
|
2023
Q4 | $26.9K | Buy |
+448
| New | +$26.9K | ﹤0.01% | 1769 |
|