Stephens Inc’s Sunoco SUN Stock Holding History

Stephens Inc’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
2025 Q3	–	Sell
2025 Q2	$352K	Sell
2025 Q1	$442K	Buy
2014 Q4	–	Sell
2014 Q3	$661K	Buy
2014 Q2	$563K	Sell
2014 Q1	$439K	Sell
2013 Q4	$419K	Buy