WealthPLAN Partners’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $361K | Buy |
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|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $389K | Buy |
|
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|
2024
Q3 | $405K | Buy |
|
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|
2024
Q2 | $426K | Buy |
|
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $451K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $484K | Buy |
|