PSI Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
9,220
+10
| +0.1% | +$536 | 0.24% | 56 |
|
|
2025
Q1 | $535K | Buy |
9,210
+9
| +0.1% | +$523 | 0.17% | 68 |
|
|
2024
Q4 | $473K | Sell |
9,201
-365
| -4% | -$18.8K | 0.14% | 83 |
|
|
2024
Q3 | $513K | Buy |
9,566
+9
| +0.1% | +$483 | 0.15% | 83 |
|
|
2024
Q2 | $540K | Sell |
9,557
-140
| -1% | -$7.92K | 0.17% | 79 |
|
|
2024
Q1 | $585K | Buy |
9,697
+8
| +0.1% | +$482 | 0.21% | 71 |
|
|
2023
Q4 | $581K | Sell |
9,689
-860
| -8% | -$51.5K | 0.22% | 74 |
|
|
2023
Q3 | $516K | Sell |
10,549
-275
| -3% | -$13.5K | 0.22% | 76 |
|
|
2023
Q2 | $471K | Buy |
10,824
+10
| +0.1% | +$436 | 0.21% | 75 |
|
|
2023
Q1 | $475K | Buy |
10,814
+548
| +5% | +$24.1K | 0.23% | 74 |
|
|
2022
Q4 | $442K | Sell |
10,266
-1,965
| -16% | -$84.7K | 0.24% | 72 |
|
|
2022
Q3 | $477K | Sell |
12,231
-975
| -7% | -$38K | 0.25% | 74 |
|
|
2022
Q2 | $492K | Hold |
13,206
| – | – | 0.24% | 79 |
|
|
2022
Q1 | $539K | Sell |
13,206
-400
| -3% | -$16.3K | 0.22% | 84 |
|
|
2021
Q4 | $556K | Buy |
13,606
+135
| +1% | +$5.52K | 0.23% | 87 |
|
|
2021
Q3 | $503K | Buy |
13,471
+453
| +3% | +$16.9K | 0.23% | 82 |
|
|
2021
Q2 | $490K | Sell |
13,018
-344
| -3% | -$12.9K | 0.26% | 73 |
|
|
2021
Q1 | $425K | Buy |
13,362
+250
| +2% | +$7.95K | 0.25% | 77 |
|
|
2020
Q4 | $377K | Hold |
13,112
| – | – | 0.26% | 84 |
|
|
2020
Q3 | $319K | Sell |
13,112
-1,500
| -10% | -$36.5K | 0.24% | 80 |
|
|
2020
Q2 | $333K | Hold |
14,612
| – | – | 0.27% | 76 |
|
|
2020
Q1 | $228K | Hold |
14,612
| – | – | 0.21% | 92 |
|
|
2019
Q4 | $447K | Buy |
+14,612
| New | +$447K | 0.29% | 73 |
|