Avidian Wealth Enterprises’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
6,785
-79
| -1% | -$4.23K | 0.01% | 402 |
|
|
2025
Q1 | $399K | Buy |
6,864
+24
| +0.4% | +$1.39K | 0.02% | 358 |
|
|
2024
Q4 | $352K | Sell |
6,840
-204
| -3% | -$10.5K | 0.02% | 367 |
|
|
2024
Q3 | $378K | Sell |
7,044
-2,466
| -26% | -$132K | 0.02% | 354 |
|
|
2024
Q2 | $538K | Buy |
+9,510
| New | +$538K | 0.02% | 270 |
|