U.S. Capital Wealth Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Buy |
|
|||||
|
2025
Q2 | $536K | Buy |
|
|||||
|
2025
Q1 | $538K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $502K | Buy |
|
|||||
|
2024
Q2 | $527K | Buy |
|
|||||
|
2024
Q1 | $548K | Sell |
|
|||||
|
2023
Q4 | $749K | Buy |
|
|||||
|
2023
Q3 | $611K | Sell |
|
|||||
|
2023
Q2 | $1.81M | Buy |
|
|||||
|
2023
Q1 | $1.82M | Buy |
|
|||||
|
2022
Q4 | $1.47M | Buy |
|
|||||
|
2022
Q3 | $1.33M | Buy |
|
|||||
|
2022
Q2 | $1.27M | Buy |
|
|||||
|
2022
Q1 | $1.33M | Hold |
|
|||||
|
2021
Q4 | $1.33M | Hold |
|
|||||
|
2021
Q3 | $1.21M | Buy |
|