Farther Finance Advisors’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
6,213
+4,036
+185% +$216K 0.01% 1119
2025
Q1
$128K Buy
2,177
+344
+19% +$20.2K ﹤0.01% 1419
2024
Q4
$94.3K Hold
1,833
﹤0.01% 1331
2024
Q3
$98.4K Buy
+1,833
New +$98.4K ﹤0.01% 1309