Summit 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	$2.09M	Sell	55,722 -1,067	-2%	-$40K	0.05%	285
2025 Q1	$2.2M	Buy	56,789 +1,313	+2%	+$50.8K	0.06%	248
2024 Q4	$1.98M	Buy	+55,476	New	+$1.98M	0.07%	216