Toth Financial Advisory’s Suncor Energy SU Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-201	Closed	-$7.78K	–	793
2025 Q1	$7.78K	Hold	201	–	–	﹤0.01%	484
2024 Q4	$7.17K	Hold	201	–	–	﹤0.01%	480
2024 Q3	$7.42K	Hold	201	–	–	﹤0.01%	482
2024 Q2	$7.66K	Hold	201	–	–	﹤0.01%	484
2024 Q1	$7.42K	Hold	201	–	–	﹤0.01%	483
2023 Q4	$6.44K	Hold	201	–	–	﹤0.01%	501
2023 Q3	$6.91K	Sell	201 -150	-43%	-$4.81K	﹤0.01%	481
2023 Q2	$10.3K	Sell	351 -750	-68%	-$22.4K	﹤0.01%	462
2023 Q1	$34.2K	Buy	1,101 +101	+10%	+$3.29K	0.01%	317
2022 Q4	$31.7K	Buy	1,000 +300	+43%	+$9.86K	0.01%	334
2022 Q3	$20K	Sell	700 -300	-30%	-$9.48K	﹤0.01%	378
2022 Q2	$35K	Buy	1,000 +800	+400%	+$29.1K	0.01%	311
2022 Q1	$7K	Buy	200 +100	+100%	+$2.97K	﹤0.01%	510
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	621
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	673
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	614
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	613
2020 Q4	$2K	Buy	+100	New	+$1.47K	﹤0.01%	550

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Toth Financial Advisory's SU Position: Q2 2025 in Review

Toth Financial Advisory sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 201 shares — an estimated $7.78K sold.

Toth Financial Advisory first reported a position in SU in Q4 2020 and held it in 18 quarters. The position peaked at $35K in Q2 2022. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

Toth Financial Advisory reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
Toth Financial Advisory sold 201 Suncor Energy shares in Q2 2025, an estimated $7.78K.
Toth Financial Advisory first reported a position in Suncor Energy in Q4 2020 and held it in 18 quarters.
Toth Financial Advisory's Suncor Energy position peaked at $35K in Q2 2022.
644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.