Avior Wealth Management’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$25.7K 2140
2024
Q4
$25.7K Hold
500
﹤0.01% 1357
2024
Q3
$26.8K Hold
500
﹤0.01% 1311
2024
Q2
$28.3K Hold
500
﹤0.01% 1268
2024
Q1
$30.1K Hold
500
﹤0.01% 1442
2023
Q4
$30K Hold
500
﹤0.01% 820
2023
Q3
$24.5K Hold
500
﹤0.01% 913
2023
Q2
$21.8K Hold
500
﹤0.01% 922
2023
Q1
$21.9K Hold
500
﹤0.01% 932
2022
Q4
$21.6K Hold
500
﹤0.01% 745
2022
Q3
$19K Hold
500
﹤0.01% 748
2022
Q2
$18K Hold
500
﹤0.01% 692
2022
Q1
$20K Hold
500
﹤0.01% 714
2021
Q4
$20K Hold
500
﹤0.01% 711
2021
Q3
$18K Hold
500
﹤0.01% 694
2021
Q2
$18K Hold
500
﹤0.01% 664
2021
Q1
$15K Hold
500
﹤0.01% 697
2020
Q4
$14K Hold
500
﹤0.01% 667
2020
Q3
$12K Hold
500
﹤0.01% 665
2020
Q2
$11K Hold
500
﹤0.01% 659
2020
Q1
$7K Hold
500
﹤0.01% 614
2019
Q4
$15K Hold
500
﹤0.01% 563
2019
Q3
$15K Hold
500
﹤0.01% 551
2019
Q2
$16K Buy
+500
New +$16K ﹤0.01% 555
2018
Q3
Sell
-100
Closed -$2K 771
2018
Q2
$2K Hold
100
﹤0.01% 721
2018
Q1
$3K Hold
100
﹤0.01% 674
2017
Q4
$3K Hold
100
﹤0.01% 682
2017
Q3
$3K Hold
100
﹤0.01% 431
2017
Q2
$3K Hold
100
﹤0.01% 397
2017
Q1
$2K Buy
100
+55
+122% +$1.1K ﹤0.01% 459
2016
Q4
$1K Buy
45
+5
+13% +$111 ﹤0.01% 483
2016
Q3
$1K Buy
+40
New +$1K ﹤0.01% 444