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HFG Advisors’s Sunoco SUN Stock Holding History

HFG Advisors’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,790
Closed -$347K – 116
2023
Q4 		$347K Hold
5,790
– – 0.33% 60
2023
Q3 		$283K Hold
5,790
– – 0.31% 71
2023
Q2 		$252K Hold
5,790
– – 0.27% 75
2023
Q1 		$254K Hold
5,790
– – 0.29% 67
2022
Q4 		$250K Buy
+5,790
New +$244K 0.29% 75

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BHC
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Invesco
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MHI
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Wells Fargo
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