Tradition Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
9,840
+56
| +0.6% | +$3K | 0.04% | 262 |
|
|
2025
Q1 | $568K | Buy |
9,784
+53
| +0.5% | +$3.08K | 0.05% | 231 |
|
|
2024
Q4 | $501K | Buy |
9,731
+55
| +0.6% | +$2.83K | 0.04% | 242 |
|
|
2024
Q3 | $519K | Buy |
9,676
+554
| +6% | +$29.7K | 0.05% | 236 |
|
|
2024
Q2 | $516K | Sell |
9,122
-266
| -3% | -$15K | 0.05% | 228 |
|
|
2024
Q1 | $566K | Buy |
9,388
+49
| +0.5% | +$2.95K | 0.06% | 208 |
|
|
2023
Q4 | $560K | Buy |
9,339
+59
| +0.6% | +$3.54K | 0.06% | 172 |
|
|
2023
Q3 | $454K | Sell |
9,280
-506
| -5% | -$24.8K | 0.05% | 192 |
|
|
2023
Q2 | $426K | Buy |
9,786
+1,090
| +13% | +$47.4K | 0.05% | 197 |
|
|
2023
Q1 | $382K | Buy |
8,696
+54
| +0.6% | +$2.37K | 0.05% | 214 |
|
|
2022
Q4 | $372K | Buy |
8,642
+57
| +0.7% | +$2.45K | 0.05% | 203 |
|
|
2022
Q3 | $335K | Buy |
8,585
+59
| +0.7% | +$2.3K | 0.05% | 195 |
|
|
2022
Q2 | $318K | Buy |
8,526
+2,058
| +32% | +$76.8K | 0.05% | 206 |
|
|
2022
Q1 | $264K | Buy |
6,468
+57
| +0.9% | +$2.33K | 0.03% | 257 |
|
|
2021
Q4 | $262K | Buy |
6,411
+557
| +10% | +$22.8K | 0.03% | 265 |
|
|
2021
Q3 | $218K | Buy |
5,854
+61
| +1% | +$2.27K | 0.03% | 264 |
|
|
2021
Q2 | $218K | Buy |
5,793
+562
| +11% | +$21.1K | 0.03% | 272 |
|
|
2021
Q1 | $167K | Buy |
5,231
+68
| +1% | +$2.17K | 0.03% | 270 |
|
|
2020
Q4 | $149K | Buy |
+5,163
| New | +$149K | 0.03% | 259 |
|