Willis Investment Counsel’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
4,883
| – | – | 0.02% | 110 |
|
|
2025
Q1 | $284K | Hold |
4,883
| – | – | 0.02% | 106 |
|
|
2024
Q4 | $251K | Hold |
4,883
| – | – | 0.02% | 107 |
|
|
2024
Q3 | $262K | Hold |
4,883
| – | – | 0.02% | 104 |
|
|
2024
Q2 | $276K | Hold |
4,883
| – | – | 0.02% | 101 |
|
|
2024
Q1 | $294K | Hold |
4,883
| – | – | 0.02% | 98 |
|
|
2023
Q4 | $293K | Hold |
4,883
| – | – | 0.02% | 101 |
|
|
2023
Q3 | $239K | Hold |
4,883
| – | – | 0.02% | 101 |
|
|
2023
Q2 | $213K | Hold |
4,883
| – | – | 0.01% | 107 |
|
|
2023
Q1 | $214K | Hold |
4,883
| – | – | 0.01% | 105 |
|
|
2022
Q4 | $210K | Buy |
+4,883
| New | +$210K | 0.01% | 109 |
|