Salem Investment Counselors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
2,666
| – | – | ﹤0.01% | 405 |
|
|
2025
Q1 | $155K | Hold |
2,666
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $137K | Hold |
2,666
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $143K | Hold |
2,666
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $151K | Hold |
2,666
| – | – | ﹤0.01% | 391 |
|
|
2024
Q1 | $161K | Hold |
2,666
| – | – | 0.01% | 388 |
|
|
2023
Q4 | $160K | Hold |
2,666
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $131K | Hold |
2,666
| – | – | 0.01% | 385 |
|
|
2023
Q2 | $116K | Hold |
2,666
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $117K | Buy |
2,666
+642
| +32% | +$28.2K | ﹤0.01% | 395 |
|
|
2022
Q4 | $87.2K | Hold |
2,024
| – | – | ﹤0.01% | 432 |
|
|
2022
Q3 | $79K | Hold |
2,024
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $75K | Hold |
2,024
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $83K | Sell |
2,024
-1,700
| -46% | -$69.7K | ﹤0.01% | 439 |
|
|
2021
Q4 | $152K | Buy |
3,724
+2,386
| +178% | +$97.4K | 0.01% | 401 |
|
|
2021
Q3 | $50K | Buy |
+1,338
| New | +$50K | ﹤0.01% | 498 |
|