RegentAtlantic Capital’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,000	Closed	-$204K	–	707
2022 Q1	$204K	Hold	5,000	–	–	0.01%	663
2021 Q4	$204K	Buy	+5,000	New	+$204K	0.01%	663