JSW
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Journey Strategic Wealth’s Sunoco SUN Stock Holding History

Journey Strategic Wealth’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$560K Sell
10,458
-1,831
-15% -$98.1K 0.02% 271
2025
Q1 		$713K Sell
12,289
-222
-2% -$12.9K 0.02% 178
2024
Q4 		$644K Sell
12,511
-277
-2% -$14.2K 0.02% 178
2024
Q3 		$686K Buy
+12,788
New +$686K 0.03% 171