World Investment Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
4,500
-300
| -6% | -$16.1K | 0.01% | 1013 |
|
|
2025
Q1 | $279K | Buy |
+4,800
| New | +$279K | 0.01% | 889 |
|
|
2024
Q4 | – | Sell |
-3,800
| Closed | -$204K | – | 1039 |
|
|
2024
Q3 | $204K | Buy |
3,800
+200
| +6% | +$10.7K | 0.01% | 863 |
|
|
2024
Q2 | $204K | Buy |
+3,600
| New | +$204K | 0.01% | 598 |
|