Lee Financial’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Buy	+3,819	New	+$205K	0.03%	140
2025 Q1	–	Sell	-25,103	Closed	-$1.29M	–	179
2024 Q4	$1.29M	Hold	25,103	–	–	0.18%	58
2024 Q3	$1.35M	Buy	+25,103	New	+$1.35M	0.19%	61
2024 Q1	–	Sell	-650	Closed	-$39K	–	732
2023 Q4	$39K	Hold	650	–	–	0.01%	255
2023 Q3	$31.8K	Hold	650	–	–	0.01%	260
2023 Q2	$28.3K	Hold	650	–	–	0.01%	265
2023 Q1	$28.5K	Sell	650 -21,000	-97%	-$922K	﹤0.01%	274
2022 Q4	$933K	Hold	21,650	–	–	0.16%	68
2022 Q3	$844K	Hold	21,650	–	–	0.16%	70
2022 Q2	$806K	Hold	21,650	–	–	0.15%	71
2022 Q1	$884K	Hold	21,650	–	–	0.16%	69
2021 Q4	$884K	Hold	21,650	–	–	0.17%	67
2021 Q3	$808K	Hold	21,650	–	–	0.17%	69
2021 Q2	$816K	Hold	21,650	–	–	0.17%	70
2021 Q1	$689K	Hold	21,650	–	–	0.16%	72
2020 Q4	$623K	Hold	21,650	–	–	0.16%	75
2020 Q3	$528K	Hold	21,650	–	–	0.15%	81
2020 Q2	$494K	Hold	21,650	–	–	0.14%	84
2020 Q1	$339K	Hold	21,650	–	–	0.11%	83
2019 Q4	$662K	Hold	21,650	–	–	0.14%	83
2019 Q3	$681K	Hold	21,650	–	–	0.15%	79
2019 Q2	$677K	Hold	21,650	–	–	0.15%	79
2019 Q1	$675K	Hold	21,650	–	–	0.16%	77
2018 Q4	$589K	Hold	21,650	–	–	0.16%	72
2018 Q3	$640K	Hold	21,650	–	–	0.16%	78
2018 Q2	$540K	Buy	21,650 +10,000	+86%	+$249K	0.13%	82
2018 Q1	$297K	Buy	11,650 +11,000	+1,692%	+$280K	0.08%	127
2017 Q4	$18K	Hold	650	–	–	0.01%	265
2017 Q3	$20K	Hold	650	–	–	0.01%	246
2017 Q2	$20K	Hold	650	–	–	0.01%	248
2017 Q1	$16K	Hold	650	–	–	0.01%	229
2016 Q4	$17K	Buy	+650	New	+$17K	0.01%	235