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
2025 Q2	$289K	Hold
2025 Q1	$314K	Sell
2024 Q4	$329K	Buy
2024 Q3	$333K	Hold
2024 Q2	$351K	Sell
2024 Q1	$380K	Hold
2023 Q4	$378K	Hold
2023 Q3	$308K	Hold
2023 Q2	$274K	Buy