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Stephens Inc’s Sunoco SUN Stock Holding History

Stephens Inc’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,569
Closed -$352K – 1367
2025
Q2 		$352K Sell
6,569
-1,047
-14% -$57.8K ﹤0.01% 956
2025
Q1 		$442K Buy
+7,616
New +$431K 0.01% 863
2014
Q4 		– Sell
-12,020
Closed -$661K – 841
2014
Q3 		$661K Buy
12,020
+20
+0.2% +$1.06K 0.03% 429
2014
Q2 		$563K Sell
12,000
-500
-4% -$21.3K 0.03% 472
2014
Q1 		$439K Sell
12,500
-159
-1% -$5.54K 0.02% 500
2013
Q4 		$419K Buy
+12,659
New +$408K 0.02% 558

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