Sigma Planning Corp’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $874K | Sell |
16,306
-1,995
| -11% | -$107K | 0.03% | 542 |
|
2025
Q1 | $1.06M | Buy |
18,301
+309
| +2% | +$17.9K | 0.03% | 473 |
|
2024
Q4 | $926K | Sell |
17,992
-10,959
| -38% | -$564K | 0.03% | 517 |
|
2024
Q3 | $1.55M | Sell |
28,951
-237
| -0.8% | -$12.7K | 0.05% | 366 |
|
2024
Q2 | $1.65M | Buy |
29,188
+284
| +1% | +$16.1K | 0.05% | 341 |
|
2024
Q1 | $1.74M | Buy |
28,904
+430
| +2% | +$25.9K | 0.05% | 346 |
|
2023
Q4 | $1.71M | Sell |
28,474
-10,426
| -27% | -$625K | 0.13% | 162 |
|
2023
Q3 | $1.9M | Sell |
38,900
-586
| -1% | -$28.7K | 0.07% | 282 |
|
2023
Q2 | $1.72M | Sell |
39,486
-668
| -2% | -$29.1K | 0.06% | 310 |
|
2023
Q1 | $1.76M | Sell |
40,154
-281
| -0.7% | -$12.3K | 0.06% | 332 |
|
2022
Q4 | $1.74M | Buy |
40,435
+69
| +0.2% | +$2.97K | 0.06% | 312 |
|
2022
Q3 | $1.57M | Buy |
40,366
+1,130
| +3% | +$44K | 0.06% | 316 |
|
2022
Q2 | $1.46M | Buy |
39,236
+329
| +0.8% | +$12.3K | 0.05% | 345 |
|
2022
Q1 | $1.59M | Sell |
38,907
-3,024
| -7% | -$124K | 0.05% | 376 |
|
2021
Q4 | $1.71M | Buy |
41,931
+535
| +1% | +$21.8K | 0.05% | 363 |
|
2021
Q3 | $1.55M | Sell |
41,396
-1,714
| -4% | -$64K | 0.05% | 403 |
|
2021
Q2 | $1.63M | Buy |
43,110
+10,563
| +32% | +$398K | 0.05% | 379 |
|
2021
Q1 | $1.04M | Buy |
32,547
+8,342
| +34% | +$266K | 0.03% | 483 |
|
2020
Q4 | $697K | Buy |
24,205
+3,459
| +17% | +$99.6K | 0.02% | 555 |
|
2020
Q3 | $506K | Sell |
20,746
-372
| -2% | -$9.07K | 0.02% | 601 |
|
2020
Q2 | $482K | Sell |
21,118
-881
| -4% | -$20.1K | 0.02% | 602 |
|
2020
Q1 | $344K | Buy |
21,999
+6,460
| +42% | +$101K | 0.02% | 590 |
|
2019
Q4 | $476K | Sell |
15,539
-1,590
| -9% | -$48.7K | 0.02% | 604 |
|
2019
Q3 | $539K | Buy |
17,129
+536
| +3% | +$16.9K | 0.03% | 548 |
|
2019
Q2 | $519K | Buy |
16,593
+508
| +3% | +$15.9K | 0.03% | 538 |
|
2019
Q1 | $501K | Buy |
16,085
+1,118
| +7% | +$34.8K | 0.03% | 509 |
|
2018
Q4 | $407K | Buy |
14,967
+5,299
| +55% | +$144K | 0.03% | 496 |
|
2018
Q3 | $286K | Buy |
+9,668
| New | +$286K | 0.02% | 706 |
|