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Transamerica Financial Advisors’s Suncor Energy SU Stock Holding History

Transamerica Financial Advisors’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
2026
Q1 		$177K Sell
2,678
-1,531
-36% -$84.6K 0.02% 411
2025
Q4 		$187K Buy
4,209
+1,897
+82% +$80.2K 0.02% 378
2025
Q3 		$96.7K Buy
2,312
+231
+11% +$9.27K 0.01% 409
2025
Q2 		$77.9K Buy
2,081
+323
+18% +$11.7K 0.01% 285
2025
Q1 		$69K Sell
1,758
-87
-5% -$3.32K 0.01% 284
2024
Q4 		$66K Sell
1,845
-132
-7% -$5.08K 0.01% 292
2024
Q3 		$73K Buy
1,977
+1,895
+2,311% +$73.2K 0.01% 299
2024
Q2 		$4K Hold
82
– – ﹤0.01% 359
2024
Q1 		$4K Buy
+82
New +$2.76K ﹤0.01% 390

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EIM
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Bank of Montreal
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VCM
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return