West Financial Advisors’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	–	Sell	-658	Closed	-$25.5K	–	209
2025 Q1	$25.5K	Hold	658	–	–	﹤0.01%	127
2024 Q4	$23.5K	Hold	658	–	–	﹤0.01%	129
2024 Q3	$24.3K	Buy	+658	New	+$24.3K	﹤0.01%	119