Corient Private Wealth’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.8M Buy
1,461,949
+660,914
+83% +$24.8M 0.06% 245
2025
Q1
$31M Buy
801,035
+52,170
+7% +$2.02M 0.05% 306
2024
Q4
$26.7M Buy
748,865
+307,469
+70% +$11M 0.04% 337
2024
Q3
$16.3M Buy
441,396
+10,005
+2% +$369K 0.03% 440
2024
Q2
$16.4M Buy
431,391
+12,035
+3% +$459K 0.03% 426
2024
Q1
$15.5M Buy
419,356
+43,087
+11% +$1.59M 0.03% 438
2023
Q4
$12.1M Buy
376,269
+282,579
+302% +$9.05M 0.02% 478
2023
Q3
$3.22M Buy
93,690
+1,198
+1% +$41.2K 0.01% 755
2023
Q2
$2.71M Buy
92,492
+21,708
+31% +$636K 0.01% 807
2023
Q1
$2.2M Buy
70,784
+40,507
+134% +$1.26M 0.01% 811
2022
Q4
$961K Buy
+30,277
New +$961K ﹤0.01% 924