Private Trust Company’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
$32.5K Hold
2025
Q2
$34.8K Hold
2025
Q1
$37.7K Hold
2024
Q4
$33.4K Hold
2024
Q3
$34.9K Hold
2024
Q2
$36.8K Hold
2024
Q1
$39.2K Sell
2023
Q4
$50.9K Hold
2023
Q3
$41.6K Hold
2023
Q2
$37K Hold
2023
Q1
$37.3K Buy
2022
Q4
$28K Hold
2022
Q3
$25K Hold
2022
Q2
$24K Buy
2014
Q4
Sell
2014
Q3
$41K Hold
2014
Q2
$35K Hold
2014
Q1
$26K Hold
2013
Q4
$25K Hold
2013
Q3
$23K Hold
2013
Q2
$22K Buy