Recurrent Investment Advisors’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 | $50M | Buy |
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|
2025
Q1 | $54.2M | Buy |
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|
2024
Q4 | $45.7M | Buy |
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|
2024
Q3 | $46.4M | Buy |
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|
2024
Q2 | $37.8M | Buy |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $9.02M | Buy |
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|
2023
Q2 | $7.15M | Buy |
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|
2023
Q1 | $6.89M | Buy |
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|
2022
Q4 | $6.52M | Buy |
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|
2022
Q3 | $3.6M | Buy |
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|
2022
Q2 | $2.9M | Hold |
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|
2022
Q1 | $3.18M | Buy |
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|
2021
Q4 | $3.14M | Hold |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $2.52M | Sell |
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|
2021
Q1 | $2.97M | Sell |
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|
2020
Q4 | $2.77M | Sell |
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|
2020
Q3 | $4M | Sell |
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|
2020
Q2 | $3.87M | Buy |
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|
2020
Q1 | $2.14M | Buy |
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|
2019
Q4 | $3.12M | Buy |
|