Baker Avenue Asset Management’s Sunoco SUN Stock Holding History

Baker Avenue Asset Management’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$500K	Hold
2025 Q2	$536K	Hold
2025 Q1	$581K	Hold
2024 Q4	$514K	Hold
2024 Q3	$537K	Sell
2024 Q2	$735K	Hold
2024 Q1	$784K	Hold
2023 Q4	$779K	Hold
2023 Q3	$636K	Buy
2023 Q2	$436K	Buy