Stratos Wealth Partners’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
9,559
-81
| -0.8% | -$4.34K | 0.01% | 918 |
|
|
2025
Q1 | $560K | Buy |
9,640
+668
| +7% | +$38.8K | 0.01% | 841 |
|
|
2024
Q4 | $462K | Sell |
8,972
-992
| -10% | -$51K | 0.01% | 972 |
|
|
2024
Q3 | $535K | Buy |
9,964
+2,073
| +26% | +$111K | 0.01% | 922 |
|
|
2024
Q2 | $446K | Buy |
7,891
+1,225
| +18% | +$69.3K | 0.01% | 944 |
|
|
2024
Q1 | $402K | Buy |
6,666
+62
| +0.9% | +$3.74K | 0.01% | 979 |
|
|
2023
Q4 | $396K | Buy |
6,604
+132
| +2% | +$7.91K | 0.01% | 964 |
|
|
2023
Q3 | $317K | Buy |
6,472
+20
| +0.3% | +$979 | 0.01% | 992 |
|
|
2023
Q2 | $281K | Buy |
6,452
+1,575
| +32% | +$68.6K | 0.01% | 986 |
|
|
2023
Q1 | $214K | Sell |
4,877
-1,237
| -20% | -$54.3K | 0.01% | 1014 |
|
|
2022
Q4 | $264K | Buy |
6,114
+353
| +6% | +$15.2K | 0.01% | 940 |
|
|
2022
Q3 | $225K | Sell |
5,761
-1,239
| -18% | -$48.4K | 0.01% | 980 |
|
|
2022
Q2 | $261K | Buy |
7,000
+390
| +6% | +$14.5K | 0.01% | 992 |
|
|
2022
Q1 | $270K | Sell |
6,610
-10
| -0.2% | -$408 | 0.01% | 1030 |
|
|
2021
Q4 | $270K | Buy |
6,620
+410
| +7% | +$16.7K | 0.01% | 1038 |
|
|
2021
Q3 | $232K | Buy |
6,210
+301
| +5% | +$11.2K | 0.01% | 1040 |
|
|
2021
Q2 | $223K | Buy |
+5,909
| New | +$223K | 0.01% | 1077 |
|
|
2020
Q2 | – | Sell |
-10,043
| Closed | -$157K | – | 1034 |
|
|
2020
Q1 | $157K | Buy |
10,043
+1,107
| +12% | +$17.3K | 0.01% | 835 |
|
|
2019
Q4 | $273K | Buy |
8,936
+653
| +8% | +$20K | 0.01% | 785 |
|
|
2019
Q3 | $261K | Buy |
8,283
+578
| +8% | +$18.2K | 0.01% | 775 |
|
|
2019
Q2 | $241K | Buy |
+7,705
| New | +$241K | 0.01% | 807 |
|
|
2018
Q4 | – | Sell |
-2,770
| Closed | -$82K | – | 2300 |
|
|
2018
Q3 | $82K | Buy |
+2,770
| New | +$82K | ﹤0.01% | 1234 |
|
|
2018
Q2 | – | Sell |
-3,081
| Closed | -$79K | – | 2381 |
|
|
2018
Q1 | $79K | Buy |
3,081
+536
| +21% | +$13.7K | ﹤0.01% | 1327 |
|
|
2017
Q4 | $72K | Buy |
+2,545
| New | +$72K | ﹤0.01% | 1339 |
|