Capital Advisors Inc’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$389K	Buy	7,258 +34	+0.5%	+$1.82K	0.01%	224
2025 Q1	$419K	Sell	7,224 -968	-12%	-$56.2K	0.01%	213
2024 Q4	$421K	Buy	8,192 +3,033	+59%	+$156K	0.01%	211
2024 Q3	$277K	Hold	5,159	–	–	0.01%	255
2024 Q2	$292K	Buy	+5,159	New	+$292K	0.01%	252