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M.E. Allison & Co’s Sunoco SUN Stock Holding History

M.E. Allison & Co’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$629K Hold
11,745
– – 0.51% 55
2025
Q1 		$682K Buy
11,745
+1,200
+11% +$69.7K 0.67% 41
2024
Q4 		$542K Buy
+10,545
New +$542K 0.6% 44