Sagespring Wealth Partners’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
$222K Sell
5,921
-144
-2% -$5.39K ﹤0.01% 662
2025
Q1
$235K Buy
6,065
+332
+6% +$12.9K 0.01% 596
2024
Q4
$205K Buy
+5,733
New +$205K 0.01% 585