Spirit of America Management Corp’s Sunoco SUN Stock Holding History

Spirit of America Management Corp’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$723K	Hold	13,500	–	–	0.15%	148
2025 Q1	$784K	Hold	13,500	–	–	0.16%	138
2024 Q4	$694K	Sell	13,500 -14,055	-51%	-$723K	0.14%	142
2024 Q3	$1.48M	Hold	27,555	–	–	0.29%	82
2024 Q2	$1.56M	Hold	27,555	–	–	0.32%	76
2024 Q1	$1.66M	Hold	27,555	–	–	0.33%	76
2023 Q4	$1.65M	Sell	27,555 -76,919	-74%	-$4.61M	0.36%	70
2023 Q3	$5.11M	Hold	104,474	–	–	1.16%	25
2023 Q2	$4.55M	Hold	104,474	–	–	1.03%	25
2023 Q1	$4.59M	Buy	104,474 +3,000	+3%	+$132K	1.03%	26
2022 Q4	$4.37M	Hold	101,474	–	–	0.98%	27
2022 Q3	$3.95M	Sell	101,474 -1,000	-1%	-$39K	0.94%	27
2022 Q2	$3.82M	Hold	102,474	–	–	0.87%	30
2022 Q1	$4.19M	Hold	102,474	–	–	0.82%	32
2021 Q4	$4.18M	Sell	102,474 -2,000	-2%	-$81.7K	0.84%	35
2021 Q3	$3.9M	Hold	104,474	–	–	0.84%	32
2021 Q2	$3.94M	Sell	104,474 -5,200	-5%	-$196K	0.84%	32
2021 Q1	$3.49M	Sell	109,674 -6,000	-5%	-$191K	0.83%	33
2020 Q4	$3.33M	Sell	115,674 -2,000	-2%	-$57.6K	0.83%	35
2020 Q3	$2.87M	Buy	117,674 +3,800	+3%	+$92.7K	0.78%	37
2020 Q2	$2.6M	Sell	113,874 -48,500	-30%	-$1.11M	0.67%	39
2020 Q1	$2.54M	Sell	162,374 -32,935	-17%	-$515K	0.82%	31
2019 Q4	$5.98M	Sell	195,309 -8,120	-4%	-$248K	1.04%	25
2019 Q3	$6.4M	Sell	203,429 -6,000	-3%	-$189K	1.03%	28
2019 Q2	$6.55M	Hold	209,429	–	–	0.98%	30
2019 Q1	$6.53M	Sell	209,429 -4,300	-2%	-$134K	0.95%	32
2018 Q4	$5.81M	Hold	213,729	–	–	0.92%	32
2018 Q3	$6.32M	Hold	213,729	–	–	0.78%	37
2018 Q2	$5.34M	Hold	213,729	–	–	0.66%	45
2018 Q1	$5.45M	Hold	213,729	–	–	0.72%	41
2017 Q4	$6.07M	Hold	213,729	–	–	0.67%	46
2017 Q3	$6.65M	Hold	213,729	–	–	0.7%	43
2017 Q2	$6.54M	Hold	213,729	–	–	0.71%	41
2017 Q1	$5.17M	Sell	213,729 -4,650	-2%	-$112K	0.55%	48
2016 Q4	$5.87M	Sell	218,379 -4,100	-2%	-$110K	0.68%	42
2016 Q3	$6.45M	Buy	222,479 +28,447	+15%	+$825K	0.84%	38
2016 Q2	$5.81M	Hold	194,032	–	–	0.85%	37
2016 Q1	$6.43M	Buy	194,032 +64,189	+49%	+$2.13M	1.14%	23
2015 Q4	$5.14M	Buy	129,843 +104,669	+416%	+$4.15M	0.98%	30
2015 Q3	$852K	Hold	25,174	–	–	0.18%	113
2015 Q2	$1.14M	Buy	25,174 +20,000	+387%	+$906K	0.22%	96
2015 Q1	$266K	Buy	+5,174	New	+$266K	0.06%	255