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Clearstead Advisors’s Sunoco SUN Stock Holding History

Clearstead Advisors’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 		$200K Buy
3,736
+869
+30% +$46.6K ﹤0.01% 893
2025
Q1 		$166K Buy
2,867
+1,400
+95% +$81.3K ﹤0.01% 872
2024
Q4 		$75.5K Hold
1,467
– – ﹤0.01% 1075
2024
Q3 		$78.7K Hold
1,467
– – ﹤0.01% 1088
2024
Q2 		$82.9K Buy
+1,467
New +$82.9K ﹤0.01% 1039