Congress Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $5M | Buy |
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|
2024
Q2 | $3.82M | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $243K | Buy |
|