Wedbush Securities’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
9,483
-968
| -9% | -$51.9K | 0.02% | 620 |
|
|
2025
Q1 | $607K | Sell |
10,451
-1,223
| -10% | -$71K | 0.02% | 543 |
|
|
2024
Q4 | $600K | Buy |
11,674
+932
| +9% | +$47.9K | 0.02% | 546 |
|
|
2024
Q3 | $577K | Buy |
10,742
+189
| +2% | +$10.2K | 0.02% | 555 |
|
|
2024
Q2 | $597K | Buy |
10,553
+218
| +2% | +$12.3K | 0.02% | 564 |
|
|
2024
Q1 | $623K | Hold |
10,335
| – | – | 0.02% | 561 |
|
|
2023
Q4 | $619K | Sell |
10,335
-999
| -9% | -$59.8K | 0.03% | 486 |
|
|
2023
Q3 | $555K | Buy |
11,334
+1,132
| +11% | +$55.4K | 0.03% | 487 |
|
|
2023
Q2 | $444K | Buy |
10,202
+207
| +2% | +$9.01K | 0.02% | 586 |
|
|
2023
Q1 | $439K | Buy |
9,995
+6
| +0.1% | +$264 | 0.02% | 583 |
|
|
2022
Q4 | $431K | Buy |
9,989
+857
| +9% | +$37K | 0.02% | 573 |
|
|
2022
Q3 | $356K | Buy |
9,132
+6
| +0.1% | +$234 | 0.02% | 649 |
|
|
2022
Q2 | $340K | Buy |
9,126
+7
| +0.1% | +$261 | 0.02% | 690 |
|
|
2022
Q1 | $372K | Buy |
9,119
+3,507
| +62% | +$143K | 0.02% | 708 |
|
|
2021
Q4 | $229K | Sell |
5,612
-1,132
| -17% | -$46.2K | 0.01% | 997 |
|
|
2021
Q3 | $252K | Buy |
6,744
+1,092
| +19% | +$40.8K | 0.01% | 954 |
|
|
2021
Q2 | $213K | Buy |
+5,652
| New | +$213K | 0.01% | 1032 |
|
|
2017
Q2 | – | Sell |
-11,415
| Closed | -$276K | – | 870 |
|
|
2017
Q1 | $276K | Sell |
11,415
-7,585
| -40% | -$183K | 0.04% | 563 |
|
|
2016
Q4 | $511K | Buy |
+19,000
| New | +$511K | 0.08% | 328 |
|
|
2016
Q3 | – | Sell |
-10,000
| Closed | -$300K | – | 858 |
|
|
2016
Q2 | $300K | Sell |
10,000
-500
| -5% | -$15K | 0.05% | 457 |
|
|
2016
Q1 | $348K | Buy |
+10,500
| New | +$348K | 0.06% | 371 |
|