Heritage Family Offices’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	$687K	Hold	17,919	–	–	0.35%	69
2025 Q1	$694K	Sell	17,919 -2,213	-11%	-$85.7K	0.35%	69
2024 Q4	$718K	Buy	20,132 +1,379	+7%	+$49.2K	0.36%	64
2024 Q3	$692K	Buy	18,753 +97	+0.5%	+$3.58K	0.36%	63
2024 Q2	$711K	Buy	+18,656	New	+$711K	0.39%	58