Venturi Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $230K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $74.3K | Sell |
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|
2024
Q3 | $77.6K | Buy |
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|
2024
Q2 | $76.2K | Hold |
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|
2024
Q1 | $73.8K | Hold |
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|
2023
Q4 | $64.1K | Hold |
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|
2023
Q3 | $68.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $62.1K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $661K | Buy |
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|
2017
Q3 | $589K | Buy |
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|
2017
Q2 | $321K | Buy |
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