Montrusco Bolton Investments’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 | $23.1M | Buy |
617,173
+12,766
| +2% | +$477K | 0.26% | 36 |
|
2025
Q1 | $23.4M | Buy |
+604,407
| New | +$23.4M | 0.31% | 35 |
|
2018
Q4 | – | Sell |
-18,703
| Closed | -$723K | – | 70 |
|
2018
Q3 | $723K | Sell |
18,703
-1,193
| -6% | -$46.1K | 0.04% | 61 |
|
2018
Q2 | $809K | Buy |
+19,896
| New | +$809K | 0.06% | 61 |
|
2015
Q2 | – | Sell |
-11,410
| Closed | -$333K | – | 90 |
|
2015
Q1 | $333K | Buy |
+11,410
| New | +$333K | 0.02% | 85 |
|