Sheaff Brock Investment Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $254K | Buy |
+4,376
| New | +$254K | 0.02% | 358 |
|
|
2024
Q4 | – | Sell |
-3,997
| Closed | -$215K | – | 473 |
|
|
2024
Q3 | $215K | Hold |
3,997
| – | – | 0.02% | 383 |
|
|
2024
Q2 | $226K | Buy |
+3,997
| New | +$226K | 0.02% | 370 |
|
|
2023
Q1 | – | Sell |
-4,665
| Closed | -$201K | – | 516 |
|
|
2022
Q4 | $201K | Buy |
+4,665
| New | +$201K | 0.02% | 411 |
|
|
2020
Q1 | – | Sell |
-7,085
| Closed | -$217K | – | 475 |
|
|
2019
Q4 | $217K | Buy |
+7,085
| New | +$217K | 0.02% | 392 |
|