LW
Linscomb Wealth’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Hold |
14,740
| – | – | 0.04% | 197 |
|
|
2025
Q1 | $856K | Hold |
14,740
| – | – | 0.04% | 180 |
|
|
2024
Q4 | $758K | Hold |
14,740
| – | – | 0.04% | 188 |
|
|
2024
Q3 | $791K | Hold |
14,740
| – | – | 0.04% | 187 |
|
|
2024
Q2 | $833K | Buy |
+14,740
| New | +$833K | 0.04% | 172 |
|