Robertson Stephens Wealth Management’s Suncor Energy SU Stock Holding History

Robertson Stephens Wealth Management’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$752K	Buy
2025 Q2	$643K	Sell
2025 Q1	$880K	Buy
2024 Q4	$806K	Buy
2024 Q3	$793K	Buy
2024 Q2	$770K	Buy
2024 Q1	$625K	Buy
2023 Q4	$442K	Buy
2022 Q1	–	Sell
2021 Q4	$298K	Buy