Silvercrest Asset Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,000
| Closed | -$429K | – | 867 |
|
|
2024
Q3 | $429K | Hold |
8,000
| – | – | ﹤0.01% | 668 |
|
|
2024
Q2 | $452K | Hold |
8,000
| – | – | ﹤0.01% | 735 |
|
|
2024
Q1 | $482K | Hold |
8,000
| – | – | ﹤0.01% | 712 |
|
|
2023
Q4 | $479K | Buy |
8,000
+3,750
| +88% | +$225K | ﹤0.01% | 674 |
|
|
2023
Q3 | $208K | Buy |
+4,250
| New | +$208K | ﹤0.01% | 792 |
|