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
2025
Q1
$235K Hold
2024
Q4
$208K Hold
2024
Q3
$217K Hold
2024
Q2
$228K Hold
2024
Q1
$244K Hold
2023
Q4
$242K Buy
2020
Q3
Sell
2020
Q2
$426K Hold
2020
Q1
$292K Sell
2019
Q4
$665K Hold
2019
Q3
$684K Hold
2019
Q2
$680K Hold
2019
Q1
$677K Hold
2018
Q4
$591K Hold
2018
Q3
$642K Buy
2018
Q2
$518K Hold
2018
Q1
$529K Hold
2017
Q4
$589K Buy