MCC
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Money Concepts Capital’s Sunoco SUN Stock Holding History

Money Concepts Capital’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$300K – 411
2023
Q4 		$300K Sell
5,000
-3,150
-39% -$168K 0.03% 332
2023
Q3 		$399K Hold
8,150
– – 0.04% 266
2023
Q2 		$355K Hold
8,150
– – 0.04% 291
2023
Q1 		$358K Buy
8,150
+3,600
+79% +$162K 0.02% 334
2022
Q4 		$196K Buy
4,550
+3,345
+278% +$141K 0.01% 693
2022
Q3 		$47K Hold
1,205
– – ﹤0.01% 722
2022
Q2 		$45K Sell
1,205
-2,279
-65% -$92.7K ﹤0.01% 723
2022
Q1 		$142K Buy
+3,484
New +$148K 0.01% 866

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MHI
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