Centennial Wealth Advisory’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,590
| Closed | -$267K | – | 172 |
|
|
2025
Q1 | $267K | Buy |
4,590
+68
| +2% | +$3.95K | 0.1% | 127 |
|
|
2024
Q4 | $233K | Buy |
4,522
+74
| +2% | +$3.81K | 0.09% | 130 |
|
|
2024
Q3 | $239K | Buy |
4,448
+72
| +2% | +$3.87K | 0.09% | 128 |
|
|
2024
Q2 | $247K | Buy |
4,376
+102
| +2% | +$5.77K | 0.11% | 124 |
|
|
2024
Q1 | $258K | Sell |
4,274
-824
| -16% | -$49.7K | 0.12% | 114 |
|
|
2023
Q4 | $306K | Buy |
5,098
+78
| +2% | +$4.68K | 0.16% | 99 |
|
|
2023
Q3 | $246K | Buy |
5,020
+93
| +2% | +$4.55K | 0.13% | 119 |
|
|
2023
Q2 | $215K | Buy |
4,927
+93
| +2% | +$4.05K | 0.11% | 121 |
|
|
2023
Q1 | $212K | Buy |
4,834
+82
| +2% | +$3.6K | 0.11% | 118 |
|
|
2022
Q4 | $205K | Buy |
+4,752
| New | +$205K | 0.11% | 117 |
|