Tidal Investments’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,161
Closed -$300K 1916
2025
Q1
$300K Sell
5,161
-1,987
-28% -$115K ﹤0.01% 1521
2024
Q4
$368K Sell
7,148
-449
-6% -$23.1K ﹤0.01% 1485
2024
Q3
$408K Buy
7,597
+1,105
+17% +$59.3K ﹤0.01% 1442
2024
Q2
$367K Buy
+6,492
New +$367K ﹤0.01% 1421