RIS
Retirement Income Solutions’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,500
| Closed | -$203K | – | 164 |
|
|
2025
Q1 | $203K | Buy |
+3,500
| New | +$203K | 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 | +$210K | 0.05% | 132 |
|