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Waverly Advisors’s Sunoco SUN Stock Holding History

Waverly Advisors’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.16M Buy
77,701
+3,123
+4% +$167K 0.05% 336
2025
Q1 		$4.33M Buy
+74,578
New +$4.33M 0.05% 322