RSWM
Robertson Stephens Wealth Management’s Suncor Energy SU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
17,179
-5,552
| -24% | -$208K | 0.02% | 328 |
|
|
2025
Q1 | $880K | Buy |
22,731
+140
| +0.6% | +$5.42K | 0.03% | 277 |
|
|
2024
Q4 | $806K | Buy |
22,591
+1,103
| +5% | +$39.4K | 0.03% | 278 |
|
|
2024
Q3 | $793K | Buy |
21,488
+1,273
| +6% | +$47K | 0.03% | 317 |
|
|
2024
Q2 | $770K | Buy |
20,215
+3,281
| +19% | +$125K | 0.04% | 262 |
|
|
2024
Q1 | $625K | Buy |
16,934
+3,141
| +23% | +$116K | 0.03% | 304 |
|
|
2023
Q4 | $442K | Buy |
+13,793
| New | +$442K | 0.03% | 326 |
|
|
2022
Q1 | – | Sell |
-11,942
| Closed | -$298K | – | 406 |
|
|
2021
Q4 | $298K | Buy |
+11,942
| New | +$298K | 0.03% | 320 |
|