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1900 Wealth Management’s Sunoco SUN Stock Holding History

1900 Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$251K Buy
4,674
+34
+0.7% +$1.82K 0.02% 201
2025
Q1 		$269K Buy
4,640
+14
+0.3% +$813 0.02% 194
2024
Q4 		$238K Sell
4,626
-914
-16% -$47K 0.02% 204
2024
Q3 		$297K Buy
+5,540
New +$297K 0.03% 191