DHJJ Financial Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Hold |
500
| – | – | 0.01% | 441 |
|
|
2025
Q1 | $29K | Hold |
500
| – | – | 0.01% | 391 |
|
|
2024
Q4 | $25.7K | Hold |
500
| – | – | 0.01% | 392 |
|
|
2024
Q3 | $26.8K | Hold |
500
| – | – | 0.01% | 388 |
|
|
2024
Q2 | $28.3K | Hold |
500
| – | – | 0.01% | 349 |
|
|
2024
Q1 | $30.1K | Hold |
500
| – | – | 0.01% | 324 |
|
|
2023
Q4 | $30K | Hold |
500
| – | – | 0.01% | 324 |
|
|
2023
Q3 | $24.5K | Buy |
+500
| New | +$24.5K | 0.01% | 329 |
|