Richards, Merrill & Peterson’s Sunoco SUN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-700
Closed -$40.6K 443
2025
Q1
$40.6K Hold
700
0.02% 271
2024
Q4
$36K Buy
+700
New +$36K 0.02% 270