SeaCrest Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,024
| Closed | -$219K | – | 649 |
|
|
2023
Q2 | $219K | Sell |
5,024
-183
| -4% | -$7.97K | 0.03% | 554 |
|
|
2023
Q1 | $229K | Sell |
5,207
-3
| -0.1% | -$132 | 0.03% | 548 |
|
|
2022
Q4 | $225K | Sell |
5,210
-432
| -8% | -$18.6K | 0.03% | 524 |
|
|
2022
Q3 | $220K | Sell |
5,642
-1,111
| -16% | -$43.3K | 0.03% | 523 |
|
|
2022
Q2 | $252K | Sell |
6,753
-2,181
| -24% | -$81.4K | 0.03% | 522 |
|
|
2022
Q1 | $365K | Buy |
8,934
+3,977
| +80% | +$162K | 0.04% | 457 |
|
|
2021
Q4 | $202K | Buy |
+4,957
| New | +$202K | 0.02% | 656 |
|
|
2019
Q2 | – | Sell |
-1,626
| Closed | -$51K | – | 1680 |
|
|
2019
Q1 | $51K | Hold |
1,626
| – | – | 0.01% | 935 |
|
|
2018
Q4 | $44K | Buy |
1,626
+800
| +97% | +$21.6K | 0.01% | 948 |
|
|
2018
Q3 | $24K | Hold |
826
| – | – | ﹤0.01% | 1312 |
|
|
2018
Q2 | $21K | Hold |
826
| – | – | ﹤0.01% | 1349 |
|
|
2018
Q1 | $21K | Buy |
826
+500
| +153% | +$12.7K | ﹤0.01% | 1317 |
|
|
2017
Q4 | $9K | Buy |
+326
| New | +$9K | ﹤0.01% | 1644 |
|