CSP
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Cary Street Partners’s Suncor Energy SU Stock Holding History

Cary Street Partners’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
Q2 		– Sell
-3,946
Closed -$153K – 934
2025
Q1 		$153K Sell
3,946
-3,059
-44% -$118K ﹤0.01% 788
2024
Q4 		$250K Buy
+7,005
New +$250K 0.01% 661