180 Wealth 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 | $614K | Buy |
16,394
+641
| +4% | +$24K | 0.09% | 216 |
|
|
2025
Q1 | $610K | Buy |
15,753
+297
| +2% | +$11.5K | 0.1% | 200 |
|
|
2024
Q4 | $551K | Buy |
15,456
+1,189
| +8% | +$42.4K | 0.09% | 209 |
|
|
2024
Q3 | $527K | Buy |
14,267
+1,857
| +15% | +$68.6K | 0.08% | 217 |
|
|
2024
Q2 | $474K | Buy |
12,410
+3,063
| +33% | +$117K | 0.08% | 226 |
|
|
2024
Q1 | $345K | Buy |
9,347
+36
| +0.4% | +$1.33K | 0.06% | 267 |
|
|
2023
Q4 | $299K | Sell |
9,311
-455
| -5% | -$14.6K | 0.06% | 277 |
|
|
2023
Q3 | $336K | Buy |
9,766
+420
| +4% | +$14.4K | 0.08% | 245 |
|
|
2023
Q2 | $277K | Buy |
+9,346
| New | +$277K | 0.06% | 273 |
|
|
2019
Q1 | – | Sell |
-5,341
| Closed | -$207K | – | 279 |
|
|
2018
Q4 | $207K | Hold |
5,341
| – | – | 0.1% | 237 |
|
|
2018
Q3 | $207K | Sell |
5,341
-56
| -1% | -$2.17K | 0.1% | 237 |
|
|
2018
Q2 | $220K | Sell |
5,397
-3,397
| -39% | -$138K | 0.11% | 216 |
|
|
2018
Q1 | $306K | Sell |
8,794
-1,592
| -15% | -$55.4K | 0.16% | 161 |
|
|
2017
Q4 | $381K | Buy |
+10,386
| New | +$381K | 0.19% | 137 |
|