MSWA
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Marshall & Sterling Wealth Advisors’s Sunoco SUN Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$32.3K Hold
602
– – 0.02% 214
2025
Q1 		$35K Hold
602
– – 0.02% 198
2024
Q4 		$31K Buy
+602
New +$31K 0.02% 169