ACI
Alpha Cubed Investments’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,512
| Closed | -$204K | – | 318 |
|
|
2025
Q1 | $204K | Buy |
+3,512
| New | +$204K | 0.01% | 282 |
|
|
2024
Q2 | – | Sell |
-3,474
| Closed | -$209K | – | 307 |
|
|
2024
Q1 | $209K | Buy |
3,474
+12
| +0.3% | +$723 | 0.01% | 263 |
|
|
2023
Q4 | $207K | Buy |
+3,462
| New | +$207K | 0.01% | 252 |
|