Wells Fargo’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Sell |
161,332
-28,330
| -15% | -$1.52M | ﹤0.01% | 1829 |
|
|
2025
Q1 | $11M | Sell |
189,662
-60,400
| -24% | -$3.51M | ﹤0.01% | 1602 |
|
|
2024
Q4 | $12.9M | Sell |
250,062
-32,262
| -11% | -$1.66M | ﹤0.01% | 1486 |
|
|
2024
Q3 | $15.2M | Sell |
282,324
-235,962
| -46% | -$12.7M | ﹤0.01% | 1376 |
|
|
2024
Q2 | $29.3M | Buy |
518,286
+99,430
| +24% | +$5.62M | 0.01% | 935 |
|
|
2024
Q1 | $25.3M | Buy |
418,856
+63,179
| +18% | +$3.81M | 0.01% | 1007 |
|
|
2023
Q4 | $21.3M | Buy |
355,677
+96,245
| +37% | +$5.77M | 0.01% | 1060 |
|
|
2023
Q3 | $12.7M | Buy |
259,432
+9,358
| +4% | +$458K | ﹤0.01% | 1303 |
|
|
2023
Q2 | $10.9M | Buy |
250,074
+6,121
| +3% | +$267K | ﹤0.01% | 1476 |
|
|
2023
Q1 | $10.7M | Buy |
243,953
+476
| +0.2% | +$20.9K | ﹤0.01% | 1464 |
|
|
2022
Q4 | $10.5M | Buy |
243,477
+124,362
| +104% | +$5.36M | ﹤0.01% | 1446 |
|
|
2022
Q3 | $4.64M | Sell |
119,115
-170
| -0.1% | -$6.63K | ﹤0.01% | 1950 |
|
|
2022
Q2 | $4.44M | Sell |
119,285
-1,269
| -1% | -$47.3K | ﹤0.01% | 2078 |
|
|
2022
Q1 | $4.92M | Buy |
120,554
+9,895
| +9% | +$404K | ﹤0.01% | 2331 |
|
|
2021
Q4 | $4.52M | Buy |
110,659
+14,885
| +16% | +$608K | ﹤0.01% | 2524 |
|
|
2021
Q3 | $3.57M | Buy |
95,774
+5,450
| +6% | +$203K | ﹤0.01% | 3010 |
|
|
2021
Q2 | $3.41M | Buy |
90,324
+7,832
| +9% | +$295K | ﹤0.01% | 3082 |
|
|
2021
Q1 | $2.63M | Buy |
82,492
+786
| +1% | +$25K | ﹤0.01% | 3268 |
|
|
2020
Q4 | $2.35M | Sell |
81,706
-9,687
| -11% | -$279K | ﹤0.01% | 3342 |
|
|
2020
Q3 | $2.23M | Sell |
91,393
-9,291
| -9% | -$226K | ﹤0.01% | 3175 |
|
|
2020
Q2 | $2.3M | Buy |
100,684
+26,968
| +37% | +$616K | ﹤0.01% | 3116 |
|
|
2020
Q1 | $1.15M | Sell |
73,716
-44,433
| -38% | -$695K | ﹤0.01% | 3363 |
|
|
2019
Q4 | $3.62M | Sell |
118,149
-3,064
| -3% | -$93.7K | ﹤0.01% | 2833 |
|
|
2019
Q3 | $3.81M | Sell |
121,213
-15,153
| -11% | -$477K | ﹤0.01% | 2760 |
|
|
2019
Q2 | $4.27M | Buy |
136,366
+1,181
| +0.9% | +$36.9K | ﹤0.01% | 2695 |
|
|
2019
Q1 | $4.21M | Buy |
135,185
+36,032
| +36% | +$1.12M | ﹤0.01% | 2707 |
|
|
2018
Q4 | $2.7M | Buy |
99,153
+21,346
| +27% | +$581K | ﹤0.01% | 2990 |
|
|
2018
Q3 | $2.3M | Sell |
77,807
-47,843
| -38% | -$1.41M | ﹤0.01% | 3254 |
|
|
2018
Q2 | $3.14M | Sell |
125,650
-3,658
| -3% | -$91.3K | ﹤0.01% | 3053 |
|
|
2018
Q1 | $3.3M | Sell |
129,308
-40,568
| -24% | -$1.04M | ﹤0.01% | 2927 |
|
|
2017
Q4 | $4.83M | Buy |
169,876
+123,748
| +268% | +$3.51M | ﹤0.01% | 2598 |
|
|
2017
Q3 | $1.43M | Buy |
46,128
+7,102
| +18% | +$221K | ﹤0.01% | 3527 |
|
|
2017
Q2 | $1.19M | Sell |
39,026
-73,854
| -65% | -$2.26M | ﹤0.01% | 3547 |
|
|
2017
Q1 | $2.73M | Buy |
112,880
+45,785
| +68% | +$1.11M | ﹤0.01% | 2902 |
|
|
2016
Q4 | $1.8M | Sell |
67,095
-86,941
| -56% | -$2.34M | ﹤0.01% | 3198 |
|
|
2016
Q3 | $4.47M | Buy |
154,036
+18,680
| +14% | +$542K | ﹤0.01% | 2327 |
|
|
2016
Q2 | $4.05M | Buy |
135,356
+57,725
| +74% | +$1.73M | ﹤0.01% | 2452 |
|
|
2016
Q1 | $2.57M | Buy |
77,631
+54,459
| +235% | +$1.8M | ﹤0.01% | 2723 |
|
|
2015
Q4 | $917K | Sell |
23,172
-297
| -1% | -$11.8K | ﹤0.01% | 3457 |
|
|
2015
Q3 | $795K | Sell |
23,469
-16,896
| -42% | -$572K | ﹤0.01% | 3553 |
|
|
2015
Q2 | $1.83M | Sell |
40,365
-3,684
| -8% | -$167K | ﹤0.01% | 3123 |
|
|
2015
Q1 | $2.26M | Sell |
44,049
-333
| -0.8% | -$17.1K | ﹤0.01% | 2925 |
|
|
2014
Q4 | $2.21M | Sell |
44,382
-14,168
| -24% | -$705K | ﹤0.01% | 2918 |
|
|
2014
Q3 | $3.22M | Sell |
58,550
-14,002
| -19% | -$770K | ﹤0.01% | 2655 |
|
|
2014
Q2 | $3.41M | Buy |
72,552
+48,409
| +201% | +$2.27M | ﹤0.01% | 2600 |
|
|
2014
Q1 | $849K | Buy |
24,143
+1,822
| +8% | +$64.1K | ﹤0.01% | 3565 |
|
|
2013
Q4 | $739K | Sell |
22,321
-5,393
| -19% | -$179K | ﹤0.01% | 3576 |
|
|
2013
Q3 | $835K | Buy |
27,714
+7,727
| +39% | +$233K | ﹤0.01% | 3445 |
|
|
2013
Q2 | $586K | Buy |
+19,987
| New | +$586K | ﹤0.01% | 3578 |
|