Capital Advisors Inc’s Sunoco SUN Stock Holding History

Capital Advisors Inc’s Portfolio SUN Stock Details SUN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$294K	Sell
2025 Q2	$389K	Buy
2025 Q1	$419K	Sell
2024 Q4	$421K	Buy
2024 Q3	$277K	Hold
2024 Q2	$292K	Buy