Golden State Wealth Management’s Suncor Energy SU Stock Holding History

Golden State Wealth Management’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
2025 Q3	$44.2K	Hold
2025 Q2	$39.6K	Sell
2025 Q1	$42.4K	Hold
2024 Q4	$39K	Buy
2020 Q2	–	Sell
2020 Q1	$9K	Buy
2019 Q4	–	Sell
2019 Q3	$26K	Buy
2019 Q2	$16K	Sell
2019 Q1	$23K	Buy