Legacy Advisors’s Sunoco SUN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,000	Closed	-$603K	–	341
2024 Q1	$603K	Hold	10,000	–	–	0.08%	190
2023 Q4	$599K	Buy	10,000 +3,000	+43%	+$180K	0.08%	179
2023 Q3	$343K	Buy	+7,000	New	+$343K	0.06%	220