KWA
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Kingswood Wealth Advisors’s Sunoco SUN Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-3,513
Closed -$204K – 786
2025
Q1 		$204K Sell
3,513
-448
-11% -$26K 0.02% 679
2024
Q4 		$204K Buy
+3,961
New +$204K 0.02% 730