GeoWealth Management’s Suncor Energy SU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-556	Closed	-$19.8K	–	1725
2024 Q4	$19.8K	Buy	556 +233	+72%	+$8.31K	﹤0.01%	1379
2024 Q3	$11.9K	Buy	+323	New	+$11.9K	﹤0.01%	1350