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Avid Wealth Partners’s Sunoco SUN Stock Holding History

Avid Wealth Partners’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$343K Sell
6,398
-9,436
-60% -$506K 0.2% 42
2025
Q1 		$919K Hold
15,834
– – 0.62% 28
2024
Q4 		$815K Hold
15,834
– – 0.58% 23
2024
Q3 		$850K Buy
+15,834
New +$850K 0.6% 23