KFS
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Kelly Financial Services’s Sunoco SUN Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-14
Closed -$796 – 680
2024
Q2 		$796 Hold
14
– – ﹤0.01% 671
2024
Q1 		$835 Hold
14
– – ﹤0.01% 691
2023
Q4 		$819 Buy
14
+1
+8% +$53 ﹤0.01% 671
2023
Q3 		$658 Hold
13
– – ﹤0.01% 663
2023
Q2 		$575 Hold
13
– – ﹤0.01% 646
2023
Q1 		$569 Hold
13
– – ﹤0.01% 623
2022
Q4 		$549 Buy
13
+1
+8% +$42 ﹤0.01% 600
2022
Q3 		$487 Hold
12
– – ﹤0.01% 614
2022
Q2 		$456 Buy
+12
New +$488 ﹤0.01% 608

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Mirae Asset Global ETFs Holdings
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Blackstone Inc
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return