Private Trust Company’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8K | Hold |
650
| – | – | ﹤0.01% | 1356 |
|
|
2025
Q1 | $37.7K | Hold |
650
| – | – | ﹤0.01% | 1305 |
|
|
2024
Q4 | $33.4K | Hold |
650
| – | – | ﹤0.01% | 1313 |
|
|
2024
Q3 | $34.9K | Hold |
650
| – | – | ﹤0.01% | 1269 |
|
|
2024
Q2 | $36.8K | Hold |
650
| – | – | ﹤0.01% | 1223 |
|
|
2024
Q1 | $39.2K | Sell |
650
-200
| -24% | -$12.1K | ﹤0.01% | 1187 |
|
|
2023
Q4 | $50.9K | Hold |
850
| – | – | 0.01% | 1053 |
|
|
2023
Q3 | $41.6K | Hold |
850
| – | – | 0.01% | 1086 |
|
|
2023
Q2 | $37K | Hold |
850
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q1 | $37.3K | Buy |
850
+200
| +31% | +$8.78K | 0.01% | 1091 |
|
|
2022
Q4 | $28K | Hold |
650
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q3 | $25K | Hold |
650
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q2 | $24K | Buy |
+650
| New | +$24K | ﹤0.01% | 1181 |
|
|
2014
Q4 | – | Sell |
-750
| Closed | -$41K | – | 1075 |
|
|
2014
Q3 | $41K | Hold |
750
| – | – | 0.01% | 616 |
|
|
2014
Q2 | $35K | Hold |
750
| – | – | 0.01% | 672 |
|
|
2014
Q1 | $26K | Hold |
750
| – | – | 0.01% | 676 |
|
|
2013
Q4 | $25K | Hold |
750
| – | – | 0.01% | 645 |
|
|
2013
Q3 | $23K | Hold |
750
| – | – | 0.01% | 624 |
|
|
2013
Q2 | $22K | Buy |
+750
| New | +$22K | 0.01% | 611 |
|