Westwood Holdings Group’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
29,030
+3,434
| +13% | +$184K | 0.01% | 322 |
|
|
2025
Q1 | $1.49M | Sell |
25,596
-7,800
| -23% | -$453K | 0.01% | 338 |
|
|
2024
Q4 | $1.72M | Hold |
33,396
| – | – | 0.01% | 337 |
|
|
2024
Q3 | $1.79M | Hold |
33,396
| – | – | 0.01% | 345 |
|
|
2024
Q2 | $1.89M | Buy |
+33,396
| New | +$1.89M | 0.01% | 321 |
|
|
2023
Q4 | – | Sell |
-6,799
| Closed | -$333K | – | 478 |
|
|
2023
Q3 | $333K | Buy |
+6,799
| New | +$333K | ﹤0.01% | 405 |
|