EP Wealth Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
8,886
+296
| +3% | +$15.9K | ﹤0.01% | 798 |
|
|
2025
Q1 | $499K | Buy |
8,590
+186
| +2% | +$10.8K | ﹤0.01% | 709 |
|
|
2024
Q4 | $432K | Sell |
8,404
-5,584
| -40% | -$287K | ﹤0.01% | 741 |
|
|
2024
Q3 | $751K | Buy |
13,988
+5,692
| +69% | +$306K | 0.01% | 572 |
|
|
2024
Q2 | $469K | Buy |
8,296
+293
| +4% | +$16.6K | 0.01% | 548 |
|
|
2024
Q1 | $482K | Buy |
8,003
+43
| +0.5% | +$2.59K | 0.01% | 517 |
|
|
2023
Q4 | $477K | Buy |
7,960
+2,435
| +44% | +$146K | 0.01% | 499 |
|
|
2023
Q3 | $270K | Sell |
5,525
-3,138
| -36% | -$154K | ﹤0.01% | 579 |
|
|
2023
Q2 | $238K | Sell |
8,663
-56,808
| -87% | -$1.56M | ﹤0.01% | 616 |
|
|
2023
Q1 | $6.85M | Buy |
65,471
+60,115
| +1,122% | +$6.29M | 0.12% | 114 |
|
|
2022
Q4 | $231K | Sell |
5,356
-7,428
| -58% | -$320K | ﹤0.01% | 517 |
|
|
2022
Q3 | $498K | Buy |
12,784
+6,850
| +115% | +$267K | 0.01% | 281 |
|
|
2022
Q2 | $221K | Buy |
+5,934
| New | +$221K | 0.01% | 552 |
|