Meritage Portfolio Management’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
$3.35M Sell
89,323
-2,373
-3% -$88.9K 0.21% 130
2025
Q1
$3.55M Sell
91,696
-1,863
-2% -$72.1K 0.24% 121
2024
Q4
$3.34M Sell
93,559
-6,205
-6% -$221K 0.21% 126
2024
Q3
$3.68M Buy
+99,764
New +$3.68M 0.23% 136