XML Financial’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
9,221
-1,724
| -16% | -$92.4K | 0.04% | 241 |
|
|
2025
Q1 | $635K | Buy |
10,945
+97
| +0.9% | +$5.63K | 0.06% | 203 |
|
|
2024
Q4 | $558K | Sell |
10,848
-3,525
| -25% | -$181K | 0.05% | 216 |
|
|
2024
Q3 | $772K | Sell |
14,373
-836
| -5% | -$44.9K | 0.07% | 191 |
|
|
2024
Q2 | $860K | Buy |
15,209
+173
| +1% | +$9.78K | 0.09% | 179 |
|
|
2024
Q1 | $907K | Sell |
15,036
-9,743
| -39% | -$587K | 0.09% | 175 |
|
|
2023
Q4 | $1.49M | Buy |
24,779
+329
| +1% | +$19.7K | 0.16% | 130 |
|
|
2023
Q3 | $1.2M | Sell |
24,450
-129
| -0.5% | -$6.32K | 0.14% | 137 |
|
|
2023
Q2 | $1.07M | Sell |
24,579
-793
| -3% | -$34.5K | 0.12% | 153 |
|
|
2023
Q1 | $1.11M | Sell |
25,372
-81
| -0.3% | -$3.56K | 0.14% | 144 |
|
|
2022
Q4 | $1.1M | Sell |
25,453
-1,256
| -5% | -$54.1K | 0.14% | 141 |
|
|
2022
Q3 | $1.04M | Buy |
26,709
+8,369
| +46% | +$326K | 0.14% | 137 |
|
|
2022
Q2 | $683K | Sell |
18,340
-2,380
| -11% | -$88.6K | 0.15% | 119 |
|
|
2022
Q1 | $846K | Sell |
20,720
-10,645
| -34% | -$435K | 0.1% | 166 |
|
|
2021
Q4 | $1.28M | Buy |
31,365
+312
| +1% | +$12.7K | 0.15% | 138 |
|
|
2021
Q3 | $1.16M | Buy |
31,053
+323
| +1% | +$12.1K | 0.15% | 137 |
|
|
2021
Q2 | $1.16M | Buy |
30,730
+182
| +0.6% | +$6.86K | 0.26% | 78 |
|
|
2021
Q1 | $973K | Buy |
30,548
+688
| +2% | +$21.9K | 0.24% | 85 |
|
|
2020
Q4 | $859K | Buy |
29,860
+8,708
| +41% | +$251K | 0.22% | 90 |
|
|
2020
Q3 | $516K | Buy |
21,152
+531
| +3% | +$13K | 0.16% | 105 |
|
|
2020
Q2 | $471K | Buy |
20,621
+581
| +3% | +$13.3K | 0.16% | 106 |
|
|
2020
Q1 | $313K | Buy |
20,040
+1,112
| +6% | +$17.4K | 0.14% | 116 |
|
|
2019
Q4 | $579K | Buy |
+18,928
| New | +$579K | 0.21% | 89 |
|