Roxbury Financial’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	$298K	Buy	7,965 +243	+3%	+$9.1K	0.29%	65
2025 Q1	$296K	Sell	7,722 -218	-3%	-$8.35K	0.29%	67
2024 Q4	$313K	Buy	+7,940	New	+$313K	0.3%	66