AWM
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Aprio Wealth Management’s Suncor Energy SU Stock Holding History

Aprio Wealth Management’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,942
Closed -$212K – 384
2024
Q4 		$212K Buy
5,942
+126
+2% +$4.5K 0.03% 291
2024
Q3 		$215K Buy
+5,816
New +$215K 0.03% 258