Merit Financial Group’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
$483K Buy
12,907
+3,478
+37% +$130K 0.01% 1123
2025
Q1
$365K Buy
9,429
+1,165
+14% +$45.1K 0.01% 1056
2024
Q4
$295K Buy
+8,264
New +$295K 0.01% 932
2024
Q3
Sell
-7,541
Closed -$287K 946
2024
Q2
$287K Buy
7,541
+214
+3% +$8.15K 0.01% 746
2024
Q1
$280K Buy
+7,327
New +$280K 0.01% 736