Sunbelt Securities’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Hold |
231
| – | – | ﹤0.01% | 1275 |
|
|
2025
Q1 | $13.4K | Hold |
231
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q4 | $11.8K | Sell |
231
-850
| -79% | -$43.3K | ﹤0.01% | 1280 |
|
|
2024
Q3 | $58K | Hold |
1,081
| – | – | 0.01% | 902 |
|
|
2024
Q2 | $61.1K | Buy |
1,081
+200
| +23% | +$11.3K | 0.01% | 855 |
|
|
2024
Q1 | $53.1K | Hold |
881
| – | – | 0.01% | 861 |
|
|
2023
Q4 | $52.8K | Hold |
881
| – | – | 0.01% | 809 |
|
|
2023
Q3 | $43.1K | Sell |
881
-400
| -31% | -$19.6K | 0.01% | 841 |
|
|
2023
Q2 | $55.8K | Hold |
1,281
| – | – | 0.01% | 765 |
|
|
2023
Q1 | $56K | Buy |
+1,281
| New | +$56K | 0.01% | 715 |
|
|
2020
Q1 | – | Sell |
-33,105
| Closed | -$1.01M | – | 624 |
|
|
2019
Q4 | $1.01M | Buy |
33,105
+2
| +0% | +$61 | 0.11% | 198 |
|
|
2019
Q3 | $1.04M | Buy |
+33,103
| New | +$1.04M | 0.12% | 179 |
|