UHLMANN PRICE SECURITIES’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$471K	Sell	8,786 -1,002	-10%	-$53.7K	0.34%	74
2025 Q1	$568K	Buy	9,788 +4	+0%	+$232	0.42%	58
2024 Q4	$503K	Sell	9,784 -289	-3%	-$14.9K	0.38%	68
2024 Q3	$541K	Buy	+10,073	New	+$541K	0.43%	61