World Investment 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 | $1.05M | Sell |
28,068
-3,301
| -11% | -$124K | 0.02% | 509 |
|
|
2025
Q1 | $1.21M | Buy |
31,369
+7,059
| +29% | +$273K | 0.03% | 449 |
|
|
2024
Q4 | $867K | Buy |
24,310
+8,669
| +55% | +$309K | 0.02% | 509 |
|
|
2024
Q3 | $577K | Buy |
15,641
+865
| +6% | +$31.9K | 0.02% | 552 |
|
|
2024
Q2 | $563K | Buy |
14,776
+6,291
| +74% | +$240K | 0.04% | 374 |
|
|
2024
Q1 | $426K | Sell |
8,485
-4,943
| -37% | -$248K | 0.06% | 250 |
|
|
2023
Q4 | $430K | Buy |
+13,428
| New | +$430K | 0.06% | 248 |
|