U.S. Capital Wealth 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 | $536K | Buy |
9,996
+729
| +8% | +$39.1K | 0.02% | 577 |
|
|
2025
Q1 | $538K | Buy |
+9,267
| New | +$538K | 0.02% | 575 |
|
|
2024
Q4 | – | Sell |
-9,353
| Closed | -$502K | – | 829 |
|
|
2024
Q3 | $502K | Buy |
9,353
+28
| +0.3% | +$1.5K | 0.02% | 476 |
|
|
2024
Q2 | $527K | Buy |
9,325
+228
| +3% | +$12.9K | 0.02% | 446 |
|
|
2024
Q1 | $548K | Sell |
9,097
-3,402
| -27% | -$205K | 0.02% | 448 |
|
|
2023
Q4 | $749K | Buy |
12,499
+26
| +0.2% | +$1.56K | 0.03% | 382 |
|
|
2023
Q3 | $611K | Sell |
12,473
-29,045
| -70% | -$1.42M | 0.03% | 393 |
|
|
2023
Q2 | $1.81M | Buy |
41,518
+31
| +0.1% | +$1.35K | 0.09% | 227 |
|
|
2023
Q1 | $1.82M | Buy |
41,487
+7,427
| +22% | +$326K | 0.08% | 222 |
|
|
2022
Q4 | $1.47M | Buy |
34,060
+29
| +0.1% | +$1.25K | 0.07% | 263 |
|
|
2022
Q3 | $1.33M | Buy |
34,031
+31
| +0.1% | +$1.21K | 0.07% | 276 |
|
|
2022
Q2 | $1.27M | Buy |
34,000
+1,500
| +5% | +$55.9K | 0.06% | 308 |
|
|
2022
Q1 | $1.33M | Hold |
32,500
| – | – | 0.05% | 342 |
|
|
2021
Q4 | $1.33M | Hold |
32,500
| – | – | 0.05% | 340 |
|
|
2021
Q3 | $1.21M | Buy |
+32,500
| New | +$1.21M | 0.05% | 348 |
|