Venturi Wealth Management’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,517	Closed	-$129K	–	1666
2024 Q4	$129K	Buy	2,517 +2,481	+6,892%	+$128K	0.01%	670
2024 Q3	$1.93K	Hold	36	–	–	﹤0.01%	1670
2024 Q2	$2.04K	Buy	+36	New	+$2.04K	﹤0.01%	1359