A detailed history of Avantax Advisory Services, Inc. transactions in Sunoco LP stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,052 shares of SUN stock, worth $568,956. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,052
Previous 11,837 6.63%
Holding current value
$568,956
Previous $669,000 11.36%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$50.23 - $58.53 $39,430 - $45,946
-785 Reduced 6.63%
11,052 $593,000
Q2 2024

Aug 09, 2024

BUY
$49.73 - $60.13 $203,296 - $245,811
4,088 Added 52.76%
11,837 $669,000
Q1 2024

May 08, 2024

SELL
$54.85 - $64.19 $38,449 - $44,997
-701 Reduced 8.3%
7,749 $467,000
Q4 2023

Feb 07, 2024

BUY
$47.03 - $62.45 $25,208 - $33,473
536 Added 6.77%
8,450 $506,000
Q3 2023

Nov 07, 2023

BUY
$43.31 - $51.22 $342,755 - $405,355
7,914 New
7,914 $387,000
Q4 2020

Jan 22, 2021

SELL
$24.44 - $30.62 $242,591 - $303,934
-9,926 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$23.14 - $27.45 $229,687 - $272,468
9,926 New
9,926 $241,000

Others Institutions Holding SUN

About Sunoco LP


  • Ticker SUN
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 83,763,296
  • Market Cap $4.31B
  • Description
  • Sunoco LP, together with its subsidiaries, distributes and retails motor fuels in the United States. It operates in two segments, Fuel Distribution and Marketing, and All Other. The Fuel Distribution and Marketing segment purchases motor fuel from independent refiners and oil companies and supplies it to independently operated dealer stations, d...
More about SUN
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