WhitTier Trust Company’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
50,351
-21,823
| -30% | -$1.17M | 0.06% | 214 |
|
|
2025
Q1 | $4.19M | Buy |
72,174
+174
| +0.2% | +$10.1K | 0.11% | 169 |
|
|
2024
Q4 | $3.7M | Buy |
+72,000
| New | +$3.7M | 0.09% | 174 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1006 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 931 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 868 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 901 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 917 |
|
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 855 |
|
|
2016
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 857 |
|