UMB Bank’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82K | Hold |
90
| – | – | ﹤0.01% | 1834 |
|
|
2025
Q1 | $5.23K | Hold |
90
| – | – | ﹤0.01% | 1746 |
|
|
2024
Q4 | $4.63K | Hold |
90
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q3 | $4.83K | Hold |
90
| – | – | ﹤0.01% | 1742 |
|
|
2024
Q2 | $5.09K | Buy |
+90
| New | +$5.09K | ﹤0.01% | 1429 |
|
|
2022
Q3 | – | Sell |
-136
| Closed | -$5K | – | 1955 |
|
|
2022
Q2 | $5K | Hold |
136
| – | – | ﹤0.01% | 1594 |
|
|
2022
Q1 | $6K | Hold |
136
| – | – | ﹤0.01% | 1632 |
|
|
2021
Q4 | $6K | Buy |
+136
| New | +$6K | ﹤0.01% | 1606 |
|