West Oak Capital’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
$75 Hold
200
﹤0.01% 253
2025
Q1
$77 Hold
200
﹤0.01% 250
2024
Q4
$71K Hold
200
﹤0.01% 252
2024
Q3
$74 Hold
200
﹤0.01% 257
2024
Q2
$7.62K Hold
200
﹤0.01% 265
2024
Q1
$7K Hold
200
﹤0.01% 262
2023
Q4
$7K Hold
200
﹤0.01% 261
2023
Q3
$7K Hold
200
﹤0.01% 261
2023
Q2
$5.86K Hold
200
﹤0.01% 271
2023
Q1
$6.21K Hold
200
﹤0.01% 268
2022
Q4
$6K Hold
200
﹤0.01% 236
2022
Q3
$6K Hold
200
﹤0.01% 269
2022
Q2
$7K Hold
200
﹤0.01% 263
2022
Q1
$7K Buy
+200
New +$7K ﹤0.01% 287
2016
Q4
Sell
-182
Closed -$5.06K 375
2016
Q3
$5.06K Buy
+182
New +$5.06K ﹤0.01% 316