Kingsview Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
9,584
+55
| +0.6% | +$2.95K | 0.01% | 762 |
|
|
2025
Q1 | $553K | Buy |
9,529
+65
| +0.7% | +$3.77K | 0.01% | 695 |
|
|
2024
Q4 | $487K | Buy |
9,464
+251
| +3% | +$12.9K | 0.01% | 750 |
|
|
2024
Q3 | $495K | Buy |
9,213
+1,434
| +18% | +$77K | 0.01% | 726 |
|
|
2024
Q2 | $440K | Buy |
7,779
+4,452
| +134% | +$252K | 0.01% | 723 |
|
|
2024
Q1 | $201K | Buy |
+3,327
| New | +$201K | 0.01% | 972 |
|