Congress Wealth Management’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	19,522 -96	-0.5%	-$5.15K	0.01%	696
2025 Q1	$1.13M	Buy	+19,618	New	+$1.13M	0.01%	605