Sittner & Nelson’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Hold	5,000	–	–	0.11%	123
2025 Q1	$290K	Buy	+5,000	New	+$290K	0.12%	113
2024 Q4	–	Sell	-4,000	Closed	-$215K	–	505
2024 Q3	$215K	Buy	+4,000	New	+$215K	0.1%	127