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Retirement Income Solutions’s Sunoco SUN Stock Holding History

Retirement Income Solutions’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,500
Closed -$203K – 164
2025
Q1 		$203K Buy
+3,500
New +$198K 0.04% 139
2024
Q2 		– Sell
-3,500
Closed -$211K – 156
2024
Q1 		$211K Hold
3,500
– – 0.05% 144
2023
Q4 		$210K Buy
+3,500
New +$186K 0.05% 132

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