Lee Financial Co SUN Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$469,966.55
% of Total Estimate Gain
24.27%

Lee Financial Co's Sunoco LP Holding Summary

As of 2025-03-31, Lee Financial Co held - shares of Sunoco LP(SUN), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lee Financial Co now holds 0% of the outstanding Sunoco LP(SUN) stock.

The initial trade took place in 2018Q2. And since then Lee Financial Co has made 2 purchases of SUN, at an average price of $41.42, for a total of 46,753.00 shares. In addition, there have been 3 sales at an average price of $51.48 for 46,753.00 shares. Based on historical transaction data and SUN's current price of $53.53, Lee Financial Co's estimated gain on his SUN holdings is $469,966.55, reflecting a 24.27% gain to date.

Lee Financial Co SUN ($53.53) Holding Chart

Lee Financial Co SUN ($53.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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