CWA Asset Management Group’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
$219K Sell
2025
Q1
$252K Buy
2024
Q4
$217K Buy
2024
Q3
$221K Buy
2024
Q1
$248K Hold
2023
Q4
$246K Hold
2023
Q3
$201K Buy
2019
Q4
Sell
2019
Q3
$264K Hold
2019
Q2
$263K Hold
2019
Q1
$262K Hold
2018
Q4
$228K Buy
2018
Q3
$236K Buy
2017
Q1
Sell
2016
Q4
$202K Buy