Salem Investment Counselors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $133K | Hold |
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|
2025
Q2 | $143K | Hold |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $137K | Hold |
|
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|
2024
Q3 | $143K | Hold |
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|
2024
Q2 | $151K | Hold |
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|
2024
Q1 | $161K | Hold |
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|
2023
Q4 | $160K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $87.2K | Hold |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $75K | Hold |
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|
2022
Q1 | $83K | Sell |
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|
2021
Q4 | $152K | Buy |
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|
2021
Q3 | $50K | Buy |
|