Wealth Enhancement Advisory Services’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
41,101
+35,839
| +681% | +$1.97M | ﹤0.01% | 1295 |
|
|
2025
Q1 | $306K | Buy |
5,262
+279
| +6% | +$16.2K | ﹤0.01% | 2420 |
|
|
2024
Q4 | $256K | Buy |
4,983
+592
| +13% | +$30.5K | ﹤0.01% | 2488 |
|
|
2024
Q3 | $236K | Buy |
4,391
+489
| +13% | +$26.3K | ﹤0.01% | 2322 |
|
|
2024
Q2 | $221K | Buy |
3,902
+564
| +17% | +$31.9K | ﹤0.01% | 2208 |
|
|
2024
Q1 | $201K | Buy |
+3,338
| New | +$201K | ﹤0.01% | 2197 |
|