Quadrant Private Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
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|
2025
Q1 | $235K | Hold |
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|
2024
Q4 | $208K | Hold |
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|
2024
Q3 | $217K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $242K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $426K | Hold |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $665K | Hold |
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|
2019
Q3 | $684K | Hold |
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|
2019
Q2 | $680K | Hold |
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|
2019
Q1 | $677K | Hold |
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|
2018
Q4 | $591K | Hold |
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|
2018
Q3 | $642K | Buy |
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|
2018
Q2 | $518K | Hold |
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|
2018
Q1 | $529K | Hold |
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|
2017
Q4 | $589K | Buy |
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