Compass Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $46.4K | Hold |
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|
2024
Q4 | $41.2K | Hold |
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|
2024
Q3 | $42.9K | Hold |
|
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|
2024
Q2 | $45.2K | Hold |
|
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|
2024
Q1 | $48.2K | Hold |
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|
2023
Q4 | $47.9K | Hold |
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|
2023
Q3 | $39.2K | Buy |
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|
2023
Q2 | $21.8K | Hold |
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|
2023
Q1 | $21.9K | Hold |
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|
2022
Q4 | $21.6K | Buy |
|