United Advisor Group’s Sunoco SUN Stock Holding History

United Advisor Group’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$405K	Hold
2025 Q2	$434K	Buy
2025 Q1	$434K	Buy
2024 Q4	$367K	Sell
2024 Q3	$460K	Hold
2024 Q2	$484K	Sell
2024 Q1	$520K	Buy