Stifel Financial’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
32,159
-62,825
| -66% | -$3.37M | ﹤0.01% | 1956 |
|
|
2025
Q1 | $5.51M | Buy |
94,984
+30,654
| +48% | +$1.78M | 0.01% | 1138 |
|
|
2024
Q4 | $3.31M | Buy |
64,330
+39,079
| +155% | +$2.01M | ﹤0.01% | 1441 |
|
|
2024
Q3 | $1.36M | Buy |
25,251
+194
| +0.8% | +$10.4K | ﹤0.01% | 2021 |
|
|
2024
Q2 | $1.42M | Buy |
25,057
+5,875
| +31% | +$332K | ﹤0.01% | 1957 |
|
|
2024
Q1 | $1.16M | Buy |
19,182
+35
| +0.2% | +$2.11K | ﹤0.01% | 2089 |
|
|
2023
Q4 | $1.15M | Buy |
19,147
+1,191
| +7% | +$71.4K | ﹤0.01% | 2057 |
|
|
2023
Q3 | $879K | Buy |
17,956
+2,260
| +14% | +$111K | ﹤0.01% | 2130 |
|
|
2023
Q2 | $684K | Buy |
15,696
+1,240
| +9% | +$54K | ﹤0.01% | 2330 |
|
|
2023
Q1 | $634K | Sell |
14,456
-1,504
| -9% | -$66K | ﹤0.01% | 2374 |
|
|
2022
Q4 | $688K | Buy |
15,960
+3,290
| +26% | +$142K | ﹤0.01% | 2285 |
|
|
2022
Q3 | $494K | Buy |
12,670
+714
| +6% | +$27.8K | ﹤0.01% | 2440 |
|
|
2022
Q2 | $445K | Buy |
11,956
+1,970
| +20% | +$73.3K | ﹤0.01% | 2533 |
|
|
2022
Q1 | $408K | Buy |
9,986
+478
| +5% | +$19.5K | ﹤0.01% | 2689 |
|
|
2021
Q4 | $388K | Sell |
9,508
-7,442
| -44% | -$304K | ﹤0.01% | 2737 |
|
|
2021
Q3 | $633K | Buy |
16,950
+1,097
| +7% | +$41K | ﹤0.01% | 2441 |
|
|
2021
Q2 | $598K | Buy |
15,853
+1,265
| +9% | +$47.7K | ﹤0.01% | 2477 |
|
|
2021
Q1 | $464K | Buy |
14,588
+398
| +3% | +$12.7K | ﹤0.01% | 2538 |
|
|
2020
Q4 | $408K | Buy |
14,190
+122
| +0.9% | +$3.51K | ﹤0.01% | 2442 |
|
|
2020
Q3 | $343K | Buy |
14,068
+33
| +0.2% | +$805 | ﹤0.01% | 2312 |
|
|
2020
Q2 | $320K | Buy |
14,035
+313
| +2% | +$7.14K | ﹤0.01% | 2316 |
|
|
2020
Q1 | $214K | Buy |
13,722
+1,115
| +9% | +$17.4K | ﹤0.01% | 2400 |
|
|
2019
Q4 | $387K | Buy |
12,607
+295
| +2% | +$9.06K | ﹤0.01% | 2410 |
|
|
2019
Q3 | $387K | Buy |
12,312
+2,858
| +30% | +$89.8K | ﹤0.01% | 2301 |
|
|
2019
Q2 | $295K | Sell |
9,454
-651
| -6% | -$20.3K | ﹤0.01% | 2513 |
|
|
2019
Q1 | $315K | Buy |
10,105
+329
| +3% | +$10.3K | ﹤0.01% | 2330 |
|
|
2018
Q4 | $266K | Buy |
+9,776
| New | +$266K | ﹤0.01% | 2299 |
|
|
2017
Q2 | – | Sell |
-100,900
| Closed | -$2.44M | – | 2615 |
|
|
2017
Q1 | $2.44M | Sell |
100,900
-1,750
| -2% | -$42.3K | 0.01% | 1006 |
|
|
2016
Q4 | $2.76M | Sell |
102,650
-197,447
| -66% | -$5.31M | 0.01% | 907 |
|
|
2016
Q3 | $8.71M | Sell |
300,097
-1,050
| -0.3% | -$30.5K | 0.04% | 427 |
|
|
2016
Q2 | $9.02M | Buy |
+301,147
| New | +$9.02M | 0.04% | 392 |
|
|
2016
Q1 | – | Sell |
-202,447
| Closed | -$8.02M | – | 2374 |
|
|
2015
Q4 | $8.02M | Sell |
202,447
-47,050
| -19% | -$1.86M | 0.04% | 404 |
|
|
2015
Q3 | $8.45M | Buy |
249,497
+60,000
| +32% | +$2.03M | 0.05% | 370 |
|
|
2015
Q2 | $8.58M | Hold |
189,497
| – | – | 0.04% | 410 |
|
|
2015
Q1 | $9.73M | Hold |
189,497
| – | – | 0.05% | 406 |
|
|
2014
Q4 | $9.43M | Buy |
+189,497
| New | +$9.43M | 0.05% | 407 |
|