CoreCap Advisors’s Suncor Energy SU Stock Holding History

CoreCap Advisors’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86.9K	Buy	1,618 +9	+0.6%	+$570	﹤0.01%	1169
2026 Q1	$106K	Hold	1,609	–	–	﹤0.01%	1009
2025 Q4	$71.4K	Sell	1,609 -363	-18%	-$15.3K	﹤0.01%	1163
2025 Q3	$82.4K	Hold	1,972	–	–	﹤0.01%	1113
2025 Q2	$73.9K	Sell	1,972 -64	-3%	-$2.31K	﹤0.01%	1091
2025 Q1	$78.8K	Buy	2,036 +64	+3%	+$2.44K	﹤0.01%	991
2024 Q4	$70.4K	Sell	1,972 -432	-18%	-$16.6K	﹤0.01%	1047
2024 Q3	$88.8K	Buy	+2,404	New	+$92.8K	﹤0.01%	966
2024 Q2	–	Sell	-2,064	Closed	-$76.2K	–	2472
2024 Q1	$76.2K	Buy	+2,064	New	+$69.4K	﹤0.01%	956
2022 Q4	$48K	Buy	+1,513	New	+$49.7K	﹤0.01%	1003
2022 Q3	–	Sell	-1,250	Closed	-$44K	–	1891
2022 Q2	$44K	Buy	+1,250	New	+$45.5K	﹤0.01%	982
2022 Q1	–	Sell	-1,270	Closed	-$32K	–	1892
2021 Q4	$32K	Buy	+1,270	New	+$30.9K	﹤0.01%	1156

Other funds holding SU

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return