Waverly Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $449K | Sell |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $569K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $16K | Hold |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $19K | Sell |
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|
2014
Q3 | $26K | Buy |
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|
2014
Q2 | $5K | Buy |
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|
2014
Q1 | $3K | Sell |
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|
2013
Q4 | $48K | Buy |
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|
2013
Q3 | $46K | Buy |
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