Hudson Valley Investment 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	$645K	Hold	12,030	–	–	0.07%	115
2025 Q1	$698K	Hold	12,030	–	–	0.08%	107
2024 Q4	$619K	Hold	12,030	–	–	0.07%	111
2024 Q3	$646K	Buy	12,030 +30	+0.3%	+$1.61K	0.07%	113
2024 Q2	$692K	Hold	12,000	–	–	0.09%	113
2024 Q1	$723K	Hold	12,000	–	–	0.09%	111
2023 Q4	$692K	Hold	12,000	–	–	0.09%	113
2023 Q3	$587K	Hold	12,000	–	–	0.08%	126
2023 Q2	$523K	Hold	12,000	–	–	0.07%	136
2023 Q1	$527K	Hold	12,000	–	–	0.07%	139
2022 Q4	$517K	Hold	12,000	–	–	0.08%	135
2022 Q3	$468K	Hold	12,000	–	–	0.08%	141
2022 Q2	$447K	Hold	12,000	–	–	0.07%	153
2022 Q1	$490K	Hold	12,000	–	–	0.07%	145
2021 Q4	$490K	Hold	12,000	–	–	0.08%	133
2021 Q3	$448K	Hold	12,000	–	–	0.08%	124
2021 Q2	$452K	Hold	12,000	–	–	0.08%	125
2021 Q1	$382K	Hold	12,000	–	–	0.07%	130
2020 Q4	$345K	Buy	+12,000	New	+$345K	0.07%	126
2020 Q3	–	Sell	-11,000	Closed	-$251K	–	161
2020 Q2	$251K	Hold	11,000	–	–	0.06%	134
2020 Q1	$172K	Hold	11,000	–	–	0.05%	139
2019 Q4	$337K	Hold	11,000	–	–	0.07%	130
2019 Q3	$346K	Hold	11,000	–	–	0.08%	129
2019 Q2	$344K	Hold	11,000	–	–	0.08%	132
2019 Q1	$343K	Hold	11,000	–	–	0.08%	122
2018 Q4	$299K	Hold	11,000	–	–	0.07%	131
2018 Q3	$325K	Hold	11,000	–	–	0.08%	123
2018 Q2	$275K	Hold	11,000	–	–	0.07%	127
2018 Q1	$281K	Buy	11,000 +1,300	+13%	+$33.2K	0.07%	127
2017 Q4	$275K	Hold	9,700	–	–	0.07%	134
2017 Q3	$302K	Buy	9,700 +1,700	+21%	+$52.9K	0.08%	129
2017 Q2	$245K	Buy	+8,000	New	+$245K	0.07%	134