QPWM
Quadrant Private Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
4,040
| – | – | 0.04% | 233 |
|
|
2025
Q1 | $235K | Hold |
4,040
| – | – | 0.06% | 205 |
|
|
2024
Q4 | $208K | Hold |
4,040
| – | – | 0.05% | 233 |
|
|
2024
Q3 | $217K | Hold |
4,040
| – | – | 0.05% | 223 |
|
|
2024
Q2 | $228K | Hold |
4,040
| – | – | 0.05% | 227 |
|
|
2024
Q1 | $244K | Hold |
4,040
| – | – | 0.06% | 199 |
|
|
2023
Q4 | $242K | Buy |
+4,040
| New | +$242K | 0.07% | 195 |
|
|
2020
Q3 | – | Sell |
-18,680
| Closed | -$426K | – | 186 |
|
|
2020
Q2 | $426K | Hold |
18,680
| – | – | 0.25% | 97 |
|
|
2020
Q1 | $292K | Sell |
18,680
-3,060
| -14% | -$47.8K | 0.24% | 98 |
|
|
2019
Q4 | $665K | Hold |
21,740
| – | – | 0.6% | 40 |
|
|
2019
Q3 | $684K | Hold |
21,740
| – | – | 0.63% | 38 |
|
|
2019
Q2 | $680K | Hold |
21,740
| – | – | 0.62% | 38 |
|
|
2019
Q1 | $677K | Hold |
21,740
| – | – | 0.62% | 37 |
|
|
2018
Q4 | $591K | Hold |
21,740
| – | – | 0.63% | 38 |
|
|
2018
Q3 | $642K | Buy |
21,740
+1,000
| +5% | +$29.5K | 0.57% | 39 |
|
|
2018
Q2 | $518K | Hold |
20,740
| – | – | 0.5% | 43 |
|
|
2018
Q1 | $529K | Hold |
20,740
| – | – | 0.69% | 37 |
|
|
2017
Q4 | $589K | Buy |
+20,740
| New | +$589K | 0.61% | 36 |
|