Truist Financial’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.85M | Buy |
28,501
+4,878
| +21% | +$296K | ﹤0.01% | 1378 |
|
|
2025
Q4 | $1.24M | Buy |
23,623
+412
| +2% | +$21.8K | ﹤0.01% | 1552 |
|
|
2025
Q3 | $1.16M | Buy |
+23,211
| New | +$1.21M | ﹤0.01% | 1599 |
|
|
2025
Q2 | – | Sell |
-4,120
| Closed | -$239K | – | 2685 |
|
|
2025
Q1 | $239K | Sell |
4,120
-972
| -19% | -$55K | ﹤0.01% | 2266 |
|
|
2024
Q4 | $262K | Sell |
5,092
-235
| -4% | -$12.4K | ﹤0.01% | 2230 |
|
|
2024
Q3 | $286K | Sell |
5,327
-505
| -9% | -$27.4K | ﹤0.01% | 2159 |
|
|
2024
Q2 | $330K | Sell |
5,832
-1,580
| -21% | -$86.2K | ﹤0.01% | 2246 |
|
|
2024
Q1 | $447K | Buy |
7,412
+2,055
| +38% | +$124K | ﹤0.01% | 2042 |
|
|
2023
Q4 | $321K | Sell |
5,357
-2,593
| -33% | -$138K | ﹤0.01% | 2269 |
|
|
2023
Q3 | $389K | Buy |
7,950
+2,635
| +50% | +$120K | ﹤0.01% | 2059 |
|
|
2023
Q2 | $232K | Buy |
5,315
+753
| +17% | +$33.3K | ﹤0.01% | 2378 |
|
|
2023
Q1 | $200K | Sell |
4,562
-1,400
| -23% | -$63.1K | ﹤0.01% | 2431 |
|
|
2022
Q4 | $257K | Buy |
5,962
+541
| +10% | +$22.8K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $211K | Sell |
5,421
-2,173
| -29% | -$85.5K | ﹤0.01% | 2281 |
|
|
2022
Q2 | $283K | Buy |
7,594
+1,624
| +27% | +$66.1K | ﹤0.01% | 2258 |
|
|
2022
Q1 | $243K | Buy |
5,970
+814
| +16% | +$34.6K | ﹤0.01% | 2438 |
|
|
2021
Q4 | $210K | Buy |
+5,156
| New | +$204K | ﹤0.01% | 2567 |
|
|
2020
Q3 | – | Sell |
-11,694
| Closed | -$267K | – | 2556 |
|
|
2020
Q2 | $267K | Sell |
11,694
-3,176
| -21% | -$73.8K | ﹤0.01% | 2031 |
|
|
2020
Q1 | $232K | Sell |
14,870
-4,365
| -23% | -$117K | ﹤0.01% | 2027 |
|
|
2019
Q4 | $589K | Buy |
+19,235
| New | +$606K | ﹤0.01% | 1746 |
|
Other funds holding SUN
AA
EIP
CLG
RIA