Focus Financial Network’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$985K Buy
2025
Q2
$1.03M Buy
2025
Q1
$1.01M Buy
2024
Q4
$852K Buy
2024
Q3
$864K Buy
2024
Q2
$939K Buy
2024
Q1
$826K Buy
2023
Q4
$905K Buy
2023
Q3
$736K Buy
2023
Q2
$638K Buy
2023
Q1
$615K Buy
2021
Q1
Sell
2020
Q4
$294K Buy
2020
Q3
$226K Buy