WealthPLAN Partners’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
7,214
+10
| +0.1% | +$536 | 0.06% | 193 |
|
|
2025
Q1 | $418K | Sell |
7,204
-353
| -5% | -$20.5K | 0.06% | 179 |
|
|
2024
Q4 | $389K | Buy |
7,557
+11
| +0.1% | +$566 | 0.06% | 188 |
|
|
2024
Q3 | $405K | Buy |
7,546
+10
| +0.1% | +$537 | 0.05% | 196 |
|
|
2024
Q2 | $426K | Buy |
7,536
+10
| +0.1% | +$565 | 0.05% | 220 |
|
|
2024
Q1 | $454K | Buy |
7,526
+8
| +0.1% | +$482 | 0.05% | 214 |
|
|
2023
Q4 | $451K | Buy |
7,518
+10
| +0.1% | +$599 | 0.05% | 226 |
|
|
2023
Q3 | $368K | Buy |
7,508
+2,261
| +43% | +$111K | 0.04% | 243 |
|
|
2023
Q2 | $229K | Sell |
5,247
-5,039
| -49% | -$220K | 0.03% | 273 |
|
|
2023
Q1 | $451K | Buy |
10,286
+10
| +0.1% | +$439 | 0.05% | 212 |
|
|
2022
Q4 | $484K | Buy |
+10,276
| New | +$484K | 0.03% | 258 |
|