Wealthspire Advisors (New York)’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
$223K Sell
5,954
-3,841
-39% -$144K ﹤0.01% 754
2025
Q1
$379K Buy
+9,795
New +$379K ﹤0.01% 580
2019
Q1
Sell
-1,148
Closed -$32K 691
2018
Q4
$32K Buy
+1,148
New +$32K ﹤0.01% 249