Sovereign Investment Advisors’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Buy	+43,522	New	+$2.33M	0.64%	27
2025 Q1	–	Sell	-43,522	Closed	-$2.24M	–	82
2024 Q4	$2.24M	Hold	43,522	–	–	0.67%	28
2024 Q3	$2.34M	Buy	+43,522	New	+$2.34M	0.77%	27