HHM Wealth Advisors’s Suncor Energy SU Stock Holding History

HHM Wealth Advisors’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
2026 Q2	$34.7K	Buy	647 +124	+24%	+$7.85K	﹤0.01%	436
2026 Q1	$34.6K	Hold	523	–	–	﹤0.01%	417
2025 Q4	$23.2K	Sell	523 -325	-38%	-$13.7K	﹤0.01%	474
2025 Q3	$35.5K	Hold	848	–	–	﹤0.01%	426
2025 Q2	$31.8K	Hold	848	–	–	﹤0.01%	441
2025 Q1	$32.8K	Hold	848	–	–	﹤0.01%	427
2024 Q4	$30.3K	Buy	848 +325	+62%	+$12.5K	﹤0.01%	433
2024 Q3	$19.3K	Hold	523	–	–	﹤0.01%	472
2024 Q2	$19.9K	Hold	523	–	–	﹤0.01%	451
2024 Q1	$19.3K	Hold	523	–	–	﹤0.01%	417
2023 Q4	$16.8K	Hold	523	–	–	﹤0.01%	436
2023 Q3	$18K	Hold	523	–	–	﹤0.01%	417
2023 Q2	$15.3K	Hold	523	–	–	﹤0.01%	457
2023 Q1	$16.2K	Buy	+523	New	+$17K	﹤0.01%	446
2022 Q3	–	Sell	-262	Closed	-$9K	–	797
2022 Q2	$9K	Buy	+262	New	+$9.54K	﹤0.01%	561

Other funds holding SU

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return