Stephens Inc’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
6,569
-1,047
| -14% | -$56.1K | ﹤0.01% | 956 |
|
|
2025
Q1 | $442K | Buy |
+7,616
| New | +$442K | 0.01% | 863 |
|
|
2014
Q4 | – | Sell |
-12,020
| Closed | -$661K | – | 841 |
|
|
2014
Q3 | $661K | Buy |
12,020
+20
| +0.2% | +$1.1K | 0.03% | 429 |
|
|
2014
Q2 | $563K | Sell |
12,000
-500
| -4% | -$23.5K | 0.03% | 472 |
|
|
2014
Q1 | $439K | Sell |
12,500
-159
| -1% | -$5.58K | 0.02% | 500 |
|
|
2013
Q4 | $419K | Buy |
+12,659
| New | +$419K | 0.02% | 558 |
|