Arkadios Wealth Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
7,399
+295
| +4% | +$15.8K | 0.01% | 923 |
|
|
2025
Q1 | $412K | Sell |
7,104
-1,572
| -18% | -$91.3K | 0.02% | 779 |
|
|
2024
Q4 | $446K | Hold |
8,676
| – | – | 0.02% | 591 |
|
|
2024
Q3 | $466K | Buy |
8,676
+4,235
| +95% | +$227K | 0.03% | 562 |
|
|
2024
Q2 | $251K | Buy |
4,441
+281
| +7% | +$15.9K | 0.02% | 691 |
|
|
2024
Q1 | $251K | Hold |
4,160
| – | – | 0.02% | 590 |
|
|
2023
Q4 | $249K | Sell |
4,160
-265
| -6% | -$15.9K | 0.02% | 586 |
|
|
2023
Q3 | $217K | Buy |
+4,425
| New | +$217K | 0.02% | 597 |
|
|
2021
Q4 | – | Sell |
-3,459
| Closed | -$129K | – | 1632 |
|
|
2021
Q3 | $129K | Buy |
3,459
+300
| +9% | +$11.2K | 0.02% | 623 |
|
|
2021
Q2 | $119K | Buy |
3,159
+2,899
| +1,115% | +$109K | 0.01% | 675 |
|
|
2021
Q1 | $8K | Buy |
+260
| New | +$8K | ﹤0.01% | 1259 |
|