Ethos Financial Group’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
4,142
-3,635
-47% -$195K 0.02% 396
2025
Q1
$452K Buy
+7,777
New +$452K 0.04% 246