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