AWM
Apollon Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
27,349
-11,713
| -30% | -$628K | 0.03% | 436 |
|
|
2025
Q1 | $2.27M | Sell |
39,062
-348
| -0.9% | -$20.2K | 0.05% | 302 |
|
|
2024
Q4 | $2.03M | Sell |
39,410
-4,643
| -11% | -$239K | 0.05% | 338 |
|
|
2024
Q3 | $2.36M | Buy |
44,053
+40
| +0.1% | +$2.15K | 0.07% | 267 |
|
|
2024
Q2 | $2.49M | Buy |
44,013
+1,393
| +3% | +$78.8K | 0.08% | 237 |
|
|
2024
Q1 | $2.57M | Buy |
42,620
+2,382
| +6% | +$144K | 0.08% | 229 |
|
|
2023
Q4 | $2.41M | Buy |
40,238
+1,356
| +3% | +$81.3K | 0.08% | 217 |
|
|
2023
Q3 | $1.9M | Buy |
38,882
+1,624
| +4% | +$79.5K | 0.1% | 207 |
|
|
2023
Q2 | $1.62M | Buy |
37,258
+3,658
| +11% | +$159K | 0.08% | 261 |
|
|
2023
Q1 | $1.47M | Buy |
33,600
+2,292
| +7% | +$101K | 0.09% | 232 |
|
|
2022
Q4 | $1.35M | Sell |
31,308
-988
| -3% | -$42.6K | 0.1% | 222 |
|
|
2022
Q3 | $1.26M | Buy |
32,296
+7,263
| +29% | +$283K | 0.1% | 209 |
|
|
2022
Q2 | $932K | Sell |
25,033
-250
| -1% | -$9.31K | 0.08% | 280 |
|
|
2022
Q1 | $1.03M | Buy |
25,283
+16,663
| +193% | +$681K | 0.07% | 276 |
|
|
2021
Q4 | $352K | Buy |
8,620
+650
| +8% | +$26.5K | 0.03% | 547 |
|
|
2021
Q3 | $297K | Hold |
7,970
| – | – | 0.04% | 350 |
|
|
2021
Q2 | $300K | Hold |
7,970
| – | – | 0.05% | 281 |
|
|
2021
Q1 | $254K | Buy |
+7,970
| New | +$254K | 0.05% | 295 |
|