Steward Partners Investment Advisory’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.7K | Hold |
1,058
| – | – | ﹤0.01% | 2409 |
|
|
2025
Q1 | $61.4K | Sell |
1,058
-187
| -15% | -$10.9K | ﹤0.01% | 2272 |
|
|
2024
Q4 | $64K | Buy |
1,245
+182
| +17% | +$9.36K | ﹤0.01% | 2206 |
|
|
2024
Q3 | $57.1K | Buy |
1,063
+59
| +6% | +$3.17K | ﹤0.01% | 2164 |
|
|
2024
Q2 | $56.8K | Buy |
1,004
+876
| +684% | +$49.5K | ﹤0.01% | 2047 |
|
|
2024
Q1 | $7.72K | Sell |
128
-172
| -57% | -$10.4K | ﹤0.01% | 2905 |
|
|
2023
Q4 | $18K | Sell |
300
-304
| -50% | -$18.2K | ﹤0.01% | 2453 |
|
|
2023
Q3 | $29.6K | Buy |
604
+4
| +0.7% | +$196 | ﹤0.01% | 2140 |
|
|
2023
Q2 | $26.1K | Hold |
600
| – | – | ﹤0.01% | 2163 |
|
|
2023
Q1 | $26.3K | Buy |
+600
| New | +$26.3K | ﹤0.01% | 2135 |
|
|
2022
Q3 | – | Sell |
-137
| Closed | -$5K | – | 3375 |
|
|
2022
Q2 | $5K | Hold |
137
| – | – | ﹤0.01% | 2783 |
|
|
2022
Q1 | $6K | Buy |
+137
| New | +$6K | ﹤0.01% | 2850 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 3495 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2985 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$30K | – | 2693 |
|
|
2019
Q4 | $30K | Sell |
1,000
-325
| -25% | -$9.75K | ﹤0.01% | 1626 |
|
|
2019
Q3 | $41K | Hold |
1,325
| – | – | ﹤0.01% | 1437 |
|
|
2019
Q2 | $41K | Buy |
+1,325
| New | +$41K | ﹤0.01% | 1417 |
|
|
2018
Q4 | – | Sell |
-1,325
| Closed | -$39K | – | 1990 |
|
|
2018
Q3 | $39K | Sell |
1,325
-300
| -18% | -$8.83K | ﹤0.01% | 1297 |
|
|
2018
Q2 | $41K | Hold |
1,625
| – | – | ﹤0.01% | 1182 |
|
|
2018
Q1 | $41K | Buy |
+1,625
| New | +$41K | ﹤0.01% | 1068 |
|