Wealth Alliance Advisory 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
Sell
-3,654
Closed -$212K 200
2025
Q1
$212K Buy
+3,654
New +$212K 0.04% 181
2024
Q3
Sell
-3,654
Closed -$207K 209
2024
Q2
$207K Buy
+3,654
New +$207K 0.05% 177