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Caldwell Sutter Capital’s Sunoco SUN Stock Holding History

Caldwell Sutter Capital’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 		$14K Hold
261
– – 0.01% 501
2025
Q1 		$15.2K Hold
261
– – 0.01% 500
2024
Q4 		$13.4K Hold
261
– – 0.01% 521
2024
Q3 		$14K Hold
261
– – 0.01% 520
2024
Q2 		$14.8K Buy
+261
New +$14.8K 0.01% 515