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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
2026
Q1 		$533K Sell
8,211
-980
-11% -$59.5K 0.01% 408
2025
Q4 		$482K Sell
9,191
-809
-8% -$42.7K 0.01% 389
2025
Q3 		$500K Hold
10,000
– – 0.01% 350
2025
Q2 		$536K Hold
10,000
– – 0.02% 292
2025
Q1 		$581K Hold
10,000
– – 0.02% 284
2024
Q4 		$514K Hold
10,000
– – 0.02% 290
2024
Q3 		$537K Sell
10,000
-3,000
-23% -$163K 0.02% 282
2024
Q2 		$735K Hold
13,000
– – 0.03% 240
2024
Q1 		$784K Hold
13,000
– – 0.03% 229
2023
Q4 		$779K Hold
13,000
– – 0.03% 228
2023
Q3 		$636K Buy
13,000
+3,000
+30% +$136K 0.03% 244
2023
Q2 		$436K Buy
+10,000
New +$443K 0.02% 278

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