World Investment 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
$1.17M Sell
2025
Q2
$1.05M Sell
2025
Q1
$1.21M Buy
2024
Q4
$867K Buy
2024
Q3
$577K Buy
2024
Q2
$563K Buy
2024
Q1
$426K Sell
2023
Q4
$430K Buy