Avalon Trust’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.8K | Hold |
500
| – | – | ﹤0.01% | 309 |
|
2025
Q1 | $29K | Hold |
500
| – | – | ﹤0.01% | 315 |
|
2024
Q4 | $25.7K | Hold |
500
| – | – | ﹤0.01% | 282 |
|
2024
Q3 | $26.8K | Hold |
500
| – | – | ﹤0.01% | 251 |
|
2024
Q2 | $28.3K | Hold |
500
| – | – | ﹤0.01% | 246 |
|
2024
Q1 | $30.1K | Hold |
500
| – | – | ﹤0.01% | 246 |
|
2023
Q4 | $30K | Hold |
500
| – | – | ﹤0.01% | 238 |
|
2023
Q3 | $24.5K | Buy |
+500
| New | +$24.5K | ﹤0.01% | 221 |
|