Cape Investment Advisory’s Suncor Energy SU Stock Holding History

Cape Investment Advisory’s Portfolio SU Stock Details SU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.83K	Buy
2025 Q1	$3.64K	Sell
2024 Q4	$4.5K	Hold
2024 Q3	$4.65K	Hold
2024 Q2	$4.8K	Hold
2024 Q1	$4.65K	Sell
2023 Q4	$54.4K	Buy
2023 Q3	$3.02K	Hold
2023 Q2	$2.58K	Buy
2023 Q1	$1.93K	Buy