Raymond James & Associates’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$4.01M Sell
74,699
-4,424
-6% -$237K ﹤0.01% 1801
2024
Q2
$4.47M Sell
79,123
-5,989
-7% -$339K ﹤0.01% 1656
2024
Q1
$5.13M Buy
85,112
+8,087
+10% +$488K ﹤0.01% 1557
2023
Q4
$4.62M Buy
77,025
+5,320
+7% +$319K ﹤0.01% 1590
2023
Q3
$3.51M Buy
71,705
+721
+1% +$35.3K ﹤0.01% 1677
2023
Q2
$3.09M Sell
70,984
-20,385
-22% -$888K ﹤0.01% 1794
2023
Q1
$4.01M Sell
91,369
-546
-0.6% -$24K ﹤0.01% 1612
2022
Q4
$3.96M Buy
91,915
+5,007
+6% +$216K ﹤0.01% 1562
2022
Q3
$3.39M Buy
86,908
+1,928
+2% +$75.1K ﹤0.01% 1636
2022
Q2
$3.17M Buy
84,980
+7,314
+9% +$272K ﹤0.01% 1715
2022
Q1
$3.17M Sell
77,666
-15,373
-17% -$628K ﹤0.01% 1820
2021
Q4
$3.8M Sell
93,039
-542
-0.6% -$22.1K ﹤0.01% 1724
2021
Q3
$3.49M Buy
93,581
+5,362
+6% +$200K ﹤0.01% 1728
2021
Q2
$3.33M Sell
88,219
-47,627
-35% -$1.8M ﹤0.01% 1769
2021
Q1
$4.33M Buy
135,846
+883
+0.7% +$28.1K ﹤0.01% 1511
2020
Q4
$3.88M Sell
134,963
-8,272
-6% -$238K ﹤0.01% 1473
2020
Q3
$3.49M Sell
143,235
-8,516
-6% -$208K ﹤0.01% 1418
2020
Q2
$3.46M Buy
151,751
+82,125
+118% +$1.87M ﹤0.01% 1411
2020
Q1
$1.09M Buy
69,626
+10,794
+18% +$169K ﹤0.01% 1925
2019
Q4
$1.8M Buy
58,832
+1,650
+3% +$50.5K ﹤0.01% 1888
2019
Q3
$1.8M Sell
57,182
-893
-2% -$28.1K ﹤0.01% 1839
2019
Q2
$1.82M Sell
58,075
-15,318
-21% -$479K ﹤0.01% 1855
2019
Q1
$2.29M Buy
73,393
+17,177
+31% +$535K ﹤0.01% 1683
2018
Q4
$1.53M Sell
56,216
-556
-1% -$15.1K ﹤0.01% 1822
2018
Q3
$1.68M Buy
56,772
+6,642
+13% +$196K ﹤0.01% 1915
2018
Q2
$1.25M Sell
50,130
-5,923
-11% -$148K ﹤0.01% 2046
2018
Q1
$1.43M Buy
56,053
+2,174
+4% +$55.5K ﹤0.01% 1897
2017
Q4
$1.53M Sell
53,879
-7,274
-12% -$207K ﹤0.01% 1862
2017
Q3
$1.9M Sell
61,153
-7,058
-10% -$220K ﹤0.01% 1679
2017
Q2
$2.09M Buy
68,211
+5,228
+8% +$160K ﹤0.01% 1549
2017
Q1
$1.52M Buy
62,983
+30,964
+97% +$748K ﹤0.01% 1701
2016
Q4
$861K Sell
32,019
-8,956
-22% -$241K ﹤0.01% 2006
2016
Q3
$1.19M Buy
40,975
+10,614
+35% +$308K ﹤0.01% 1772
2016
Q2
$909K Buy
30,361
+15,560
+105% +$466K ﹤0.01% 1789
2016
Q1
$490K Sell
14,801
-640
-4% -$21.2K ﹤0.01% 2054
2015
Q4
$612K Buy
15,441
+1,252
+9% +$49.6K ﹤0.01% 1884
2015
Q3
$480K Buy
+14,189
New +$480K ﹤0.01% 1942