Steward Partners Investment Advisory’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.9K | Hold |
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|
2025
Q2 | $56.7K | Hold |
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|
2025
Q1 | $61.4K | Sell |
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|
2024
Q4 | $64K | Buy |
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|
2024
Q3 | $57.1K | Buy |
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|
2024
Q2 | $56.8K | Buy |
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|
2024
Q1 | $7.72K | Sell |
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|
2023
Q4 | $18K | Sell |
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|
2023
Q3 | $29.6K | Buy |
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|
2023
Q2 | $26.1K | Hold |
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|
2023
Q1 | $26.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $30K | Sell |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $41K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $39K | Sell |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $41K | Buy |
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