RIM
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Rockbridge Investment Management’s Sunoco SUN Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-154
Closed -$9.23K – 557
2023
Q4 		$9.23K Buy
+154
New +$8.19K ﹤0.01% 407
2022
Q3 		– Sell
-154
Closed -$5.74K – 533
2022
Q2 		$5.74K Hold
154
– – ﹤0.01% 437
2022
Q1 		$6.35K Hold
154
– – ﹤0.01% 586
2021
Q4 		$6K Hold
154
– – ﹤0.01% 648
2021
Q3 		$6K Hold
154
– – ﹤0.01% 598
2021
Q2 		$6K Hold
154
– – ﹤0.01% 596
2021
Q1 		$5K Hold
154
– – ﹤0.01% 583
2020
Q4 		$4K Hold
154
– – ﹤0.01% 594
2020
Q3 		$4K Hold
154
– – ﹤0.01% 545
2020
Q2 		$4K Buy
+154
New +$3.58K ﹤0.01% 520

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