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