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Ellsworth Advisors’s Sunoco SUN Stock Holding History

Ellsworth 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 		$1.85M Buy
34,565
+3,223
+10% +$173K 0.45% 68
2025
Q1 		$1.82M Buy
+31,342
New +$1.82M 0.48% 67