Virtus Investment Advisers’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,380
| Closed | -$225K | – | 672 |
|
|
2024
Q4 | $225K | Hold |
4,380
| – | – | 0.18% | 186 |
|
|
2024
Q3 | $235K | Hold |
4,380
| – | – | 0.18% | 180 |
|
|
2024
Q2 | $248K | Hold |
4,380
| – | – | 0.21% | 153 |
|
|
2024
Q1 | $264K | Hold |
4,380
| – | – | 0.19% | 145 |
|
|
2023
Q4 | $262K | Hold |
4,380
| – | – | 0.2% | 145 |
|
|
2023
Q3 | $214K | Hold |
4,380
| – | – | 0.15% | 164 |
|
|
2023
Q2 | $191K | Hold |
4,380
| – | – | 0.13% | 191 |
|
|
2023
Q1 | $192K | Sell |
4,380
-150
| -3% | -$6.58K | 0.13% | 187 |
|
|
2022
Q4 | $195K | Hold |
4,530
| – | – | 0.13% | 198 |
|
|
2022
Q3 | $177K | Buy |
+4,530
| New | +$177K | 0.08% | 218 |
|