Envestnet Portfolio Solutions’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
$2.1M Sell
56,066
-5,577
-9% -$209K 0.01% 553
2025
Q1
$2.39M Sell
61,643
-10,069
-14% -$390K 0.01% 533
2024
Q4
$2.56M Buy
71,712
+10,644
+17% +$380K 0.01% 582
2024
Q3
$2.25M Buy
61,068
+711
+1% +$26.3K 0.01% 617
2024
Q2
$2.3M Buy
60,357
+4,721
+8% +$180K 0.01% 594
2024
Q1
$2.05M Buy
55,636
+20,101
+57% +$742K 0.01% 630
2023
Q4
$1.14M Buy
35,535
+734
+2% +$23.5K ﹤0.01% 761
2023
Q3
$1.2M Buy
+34,801
New +$1.2M 0.01% 704