NWAG
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Net Worth Advisory Group’s Suncor Energy SU Stock Holding History

Net Worth Advisory Group’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$548K Buy
14,633
+7,424
+103% +$278K 0.12% 182
2025
Q1 		$279K Sell
7,209
-319
-4% -$12.4K 0.09% 274
2024
Q4 		$269K Sell
7,528
-230
-3% -$8.21K 0.08% 279
2024
Q3 		$286K Buy
+7,758
New +$286K 0.09% 288