Lake Street Advisors Group’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,885
Closed -$224K 661
2024
Q2
$224K Hold
5,885
0.01% 517
2024
Q1
$217K Buy
+5,885
New +$217K 0.01% 537