EverSource Wealth Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
1,884
| – | – | ﹤0.01% | 1191 |
|
|
2025
Q1 | $109K | Hold |
1,884
| – | – | 0.01% | 877 |
|
|
2024
Q4 | $96.9K | Hold |
1,884
| – | – | 0.01% | 907 |
|
|
2024
Q3 | $101K | Hold |
1,884
| – | – | 0.01% | 784 |
|
|
2024
Q2 | $103K | Buy |
1,884
+300
| +19% | +$16.5K | 0.01% | 783 |
|
|
2024
Q1 | $89.2K | Hold |
1,584
| – | – | 0.01% | 750 |
|
|
2023
Q4 | $94.9K | Hold |
1,584
| – | – | 0.01% | 659 |
|
|
2023
Q3 | $77.5K | Hold |
1,584
| – | – | 0.01% | 660 |
|
|
2023
Q2 | $69K | Buy |
1,584
+500
| +46% | +$21.8K | 0.01% | 715 |
|
|
2023
Q1 | $47.6K | Hold |
1,084
| – | – | 0.01% | 807 |
|
|
2022
Q4 | $46.7K | Buy |
+1,084
| New | +$46.7K | 0.01% | 787 |
|