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Plante Moran Financial Advisors’s Sunoco SUN Stock Holding History

Plante Moran Financial Advisors’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
2022
Q3 		– Sell
-424
Closed -$16K – 1070
2022
Q2 		$16K Buy
+424
New +$17.3K ﹤0.01% 518
2020
Q2 		– Sell
-5,000
Closed -$78K – 866
2020
Q1 		$78K Buy
+5,000
New +$134K 0.04% 215
2014
Q3 		– Sell
-600
Closed -$28K – 847
2014
Q2 		$28K Buy
+600
New +$25.6K 0.03% 328

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BHC
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Bank of America
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Citigroup
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Allianz Asset Management
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AAA
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BIM
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