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Cary Street Partners Investment Advisory’s Sunoco SUN Stock Holding History

Cary Street Partners Investment Advisory’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 		$328K Hold
6,116
– – 0.16% 152
2025
Q1 		$355K Hold
6,116
– – 0.2% 127
2024
Q4 		$315K Hold
6,116
– – 0.21% 124
2024
Q3 		$328K Hold
6,116
– – 0.01% 600
2024
Q2 		$346K Buy
+6,116
New +$346K 0.01% 553