LMKC
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L.M. Kohn & Company’s Sunoco SUN Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$270K Hold
5,400
– – 0.32% 89
2025
Q2 		$289K Hold
5,400
– – 0.08% 212
2025
Q1 		$314K Sell
5,400
-1,000
-16% -$56.6K 0.08% 192
2024
Q4 		$329K Buy
6,400
+200
+3% +$10.6K 0.09% 174
2024
Q3 		$333K Hold
6,200
– – 0.08% 194
2024
Q2 		$351K Sell
6,200
-100
-2% -$5.45K 0.09% 178
2024
Q1 		$380K Hold
6,300
– – 0.11% 173
2023
Q4 		$378K Hold
6,300
– – 0.12% 152
2023
Q3 		$308K Hold
6,300
– – 0.11% 158
2023
Q2 		$274K Buy
+6,300
New +$279K 0.1% 178

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EIP
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Blackstone Inc
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CLG
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TCA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return