United Advisor Group’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
8,093
+614
| +8% | +$32.9K | 0.08% | 247 |
|
|
2025
Q1 | $434K | Buy |
7,479
+351
| +5% | +$20.4K | 0.09% | 209 |
|
|
2024
Q4 | $367K | Sell |
7,128
-1,436
| -17% | -$73.9K | 0.07% | 253 |
|
|
2024
Q3 | $460K | Hold |
8,564
| – | – | 0.1% | 204 |
|
|
2024
Q2 | $484K | Sell |
8,564
-67
| -0.8% | -$3.79K | 0.15% | 132 |
|
|
2024
Q1 | $520K | Buy |
+8,631
| New | +$520K | 0.2% | 111 |
|