Wealth Alliance’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Buy	+5,561	New	+$298K	0.03%	410
2024 Q1	–	Sell	-3,788	Closed	-$227K	–	536
2023 Q4	$227K	Buy	+3,788	New	+$227K	0.03%	458