Rockbridge Investment Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-154
| Closed | -$9.23K | – | 557 |
|
|
2023
Q4 | $9.23K | Buy |
+154
| New | +$9.23K | ﹤0.01% | 407 |
|
|
2022
Q3 | – | Sell |
-154
| Closed | -$5.74K | – | 528 |
|
|
2022
Q2 | $5.74K | Hold |
154
| – | – | ﹤0.01% | 432 |
|
|
2022
Q1 | $6.35K | Hold |
154
| – | – | ﹤0.01% | 584 |
|
|
2021
Q4 | $6K | Hold |
154
| – | – | ﹤0.01% | 646 |
|
|
2021
Q3 | $6K | Hold |
154
| – | – | ﹤0.01% | 596 |
|
|
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 | +$4K | ﹤0.01% | 520 |
|