LGT Financial Advisors’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-102	Closed	-$6.09K	–	862
2023 Q4	$6.09K	Buy	102 +2	+2%	+$119	0.01%	592
2023 Q3	$4.9K	Buy	+100	New	+$4.9K	0.01%	624