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Summit Wealth Partners’s Sunoco SUN Stock Holding History

Summit Wealth Partners’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,716
Closed -$216K – 217
2025
Q1 		$216K Buy
+3,716
New +$216K 0.04% 198