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Montag & Associates’s Suncor Energy SU Stock Holding History

Montag & Associates’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,400
Closed -$109K – 1005
2023
Q4 		$109K Buy
+3,400
New +$109K 0.01% 465