Waldron Private Wealth’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.55M | Hold |
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|
2025
Q2 | $3.8M | Hold |
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|
2025
Q1 | $4.12M | Hold |
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|
2024
Q4 | $3.65M | Sell |
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|
2024
Q3 | $6.44M | Buy |
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|
2024
Q2 | $2.83M | Hold |
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|
2024
Q1 | $3.01M | Hold |
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|
2023
Q4 | $3M | Hold |
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|
2023
Q3 | $2.45M | Hold |
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|
2023
Q2 | $2.18M | Hold |
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|
2023
Q1 | $2.19M | Hold |
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|
2022
Q4 | $1.95M | Hold |
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|
2022
Q3 | $1.95M | Hold |
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|
2022
Q2 | $1.86M | Hold |
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|
2022
Q1 | $2.04M | Hold |
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|
2021
Q4 | $2.04M | Hold |
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|
2021
Q3 | $1.87M | Hold |
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|
2021
Q2 | $1.89M | Hold |
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|
2021
Q1 | $1.59M | Hold |
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|
2020
Q4 | $1.44M | Hold |
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|
2020
Q3 | $1.22M | Hold |
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|
2020
Q2 | $1.14M | Hold |
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|
2020
Q1 | $782K | Buy |
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|
2019
Q4 | $789K | Hold |
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|
2019
Q3 | $811K | Buy |
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|
2019
Q2 | $782K | Hold |
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|
2019
Q1 | $779K | Buy |
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|
2018
Q4 | $271K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $362K | Buy |
|