Great Valley Advisor 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 | – | Sell |
-3,528
| Closed | -$205K | – | 938 |
|
|
2025
Q1 | $205K | Buy |
+3,528
| New | +$205K | ﹤0.01% | 831 |
|
|
2023
Q3 | – | Sell |
-10,182
| Closed | -$444K | – | 725 |
|
|
2023
Q2 | $444K | Buy |
10,182
+1,745
| +21% | +$76K | 0.02% | 468 |
|
|
2023
Q1 | $370K | Sell |
8,437
-893
| -10% | -$39.2K | 0.02% | 485 |
|
|
2022
Q4 | $402K | Sell |
9,330
-83
| -0.9% | -$3.58K | 0.02% | 485 |
|
|
2022
Q3 | $367K | Buy |
9,413
+1,047
| +13% | +$40.8K | 0.02% | 489 |
|
|
2022
Q2 | $311K | Buy |
8,366
+1,149
| +16% | +$42.7K | 0.02% | 539 |
|
|
2022
Q1 | $295K | Buy |
+7,217
| New | +$295K | 0.02% | 490 |
|