EP Wealth Advisors’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 | $476K | Buy |
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|
2025
Q1 | $499K | Buy |
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|
2024
Q4 | $432K | Sell |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $6.85M | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $221K | Buy |
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