Arkadios Wealth Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $373K | Buy |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $129K | Buy |
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|
2021
Q2 | $119K | Buy |
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|
2021
Q1 | $8K | Buy |
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