Raymond James Financial Services Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.6M | Sell |
271,831
-4,998
| -2% | -$268K | 0.02% | 693 |
|
|
2024
Q2 | $15.7M | Buy |
276,829
+83,008
| +43% | +$4.69M | 0.02% | 613 |
|
|
2024
Q1 | $11.7M | Buy |
193,821
+690
| +0.4% | +$41.6K | 0.02% | 730 |
|
|
2023
Q4 | $11.6M | Sell |
193,131
-3,019
| -2% | -$181K | 0.02% | 691 |
|
|
2023
Q3 | $9.6M | Sell |
196,150
-1,552
| -0.8% | -$76K | 0.02% | 715 |
|
|
2023
Q2 | $8.61M | Sell |
197,702
-2,378
| -1% | -$104K | 0.02% | 774 |
|
|
2023
Q1 | $8.78M | Buy |
200,080
+7,273
| +4% | +$319K | 0.02% | 747 |
|
|
2022
Q4 | $8.31M | Sell |
192,807
-17,908
| -8% | -$772K | 0.02% | 732 |
|
|
2022
Q3 | $8.21M | Buy |
210,715
+1,939
| +0.9% | +$75.6K | 0.02% | 708 |
|
|
2022
Q2 | $7.78M | Sell |
208,776
-294
| -0.1% | -$11K | 0.02% | 729 |
|
|
2022
Q1 | $8.54M | Sell |
209,070
-17,577
| -8% | -$718K | 0.02% | 756 |
|
|
2021
Q4 | $9.25M | Sell |
226,647
-7,298
| -3% | -$298K | 0.02% | 722 |
|
|
2021
Q3 | $8.73M | Sell |
233,945
-23,036
| -9% | -$860K | 0.02% | 724 |
|
|
2021
Q2 | $9.69M | Buy |
256,981
+726
| +0.3% | +$27.4K | 0.02% | 671 |
|
|
2021
Q1 | $8.16M | Buy |
256,255
+50,263
| +24% | +$1.6M | 0.02% | 703 |
|
|
2020
Q4 | $5.93M | Sell |
205,992
-10,167
| -5% | -$293K | 0.01% | 760 |
|
|
2020
Q3 | $5.27M | Buy |
216,159
+10,544
| +5% | +$257K | 0.02% | 738 |
|
|
2020
Q2 | $4.69M | Buy |
205,615
+12,356
| +6% | +$282K | 0.01% | 723 |
|
|
2020
Q1 | $3.02M | Buy |
193,259
+49,845
| +35% | +$780K | 0.01% | 705 |
|
|
2019
Q4 | $4.39M | Buy |
143,414
+15,321
| +12% | +$469K | 0.01% | 770 |
|
|
2019
Q3 | $4.03M | Buy |
128,093
+9,217
| +8% | +$290K | 0.01% | 778 |
|
|
2019
Q2 | $3.72M | Sell |
118,876
-1,310
| -1% | -$41K | 0.01% | 805 |
|
|
2019
Q1 | $3.75M | Buy |
+120,186
| New | +$3.75M | 0.02% | 767 |
|
|
2018
Q4 | – | Sell |
-123,283
| Closed | -$3.64M | – | 2773 |
|
|
2018
Q3 | $3.64M | Buy |
123,283
+776
| +0.6% | +$22.9K | 0.02% | 774 |
|
|
2018
Q2 | $3.06M | Buy |
122,507
+3,034
| +3% | +$75.7K | 0.02% | 816 |
|
|
2018
Q1 | $3.05M | Buy |
119,473
+7,243
| +6% | +$185K | 0.02% | 756 |
|
|
2017
Q4 | $3.19M | Buy |
112,230
+1,823
| +2% | +$51.8K | 0.02% | 714 |
|
|
2017
Q3 | $3.43M | Sell |
110,407
-916
| -0.8% | -$28.5K | 0.02% | 680 |
|
|
2017
Q2 | $3.41M | Buy |
111,323
+3,125
| +3% | +$95.7K | 0.02% | 663 |
|
|
2017
Q1 | $2.62M | Buy |
108,198
+3,157
| +3% | +$76.3K | 0.02% | 710 |
|
|
2016
Q4 | $2.83M | Buy |
105,041
+20,997
| +25% | +$565K | 0.02% | 634 |
|
|
2016
Q3 | $2.44M | Buy |
84,044
+1,300
| +2% | +$37.7K | 0.02% | 677 |
|
|
2016
Q2 | $2.48M | Buy |
82,744
+13,492
| +19% | +$404K | 0.02% | 640 |
|
|
2016
Q1 | $2.29M | Buy |
69,252
+17,723
| +34% | +$587K | 0.03% | 576 |
|
|
2015
Q4 | $2.04M | Buy |
51,529
+18,014
| +54% | +$714K | 0.02% | 633 |
|
|
2015
Q3 | $1.13M | Buy |
+33,515
| New | +$1.13M | 0.02% | 733 |
|