Valeo Financial Advisors’s Sunoco SUN Stock Holding History

Valeo Financial Advisors’s Portfolio SUN Stock Details SUN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$4.37M	Buy
2022 Q4	–	Sell
2022 Q3	$3.88M	Buy
2020 Q3	–	Sell
2020 Q2	$9K	Buy