AE Wealth Management’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 | $201K | Sell |
5,358
-196
| -4% | -$7.34K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $215K | Buy |
+5,554
| New | +$215K | ﹤0.01% | 1247 |
|
|
2024
Q1 | – | Sell |
-8,503
| Closed | -$278K | – | 1881 |
|
|
2023
Q4 | $278K | Sell |
8,503
-423
| -5% | -$13.8K | ﹤0.01% | 1741 |
|
|
2023
Q3 | $307K | Buy |
8,926
+723
| +9% | +$24.9K | ﹤0.01% | 1600 |
|
|
2023
Q2 | $240K | Buy |
8,203
+310
| +4% | +$9.09K | ﹤0.01% | 1678 |
|
|
2023
Q1 | $245K | Sell |
7,893
-1,128
| -13% | -$35K | ﹤0.01% | 1640 |
|
|
2022
Q4 | $286K | Buy |
9,021
+177
| +2% | +$5.62K | ﹤0.01% | 1517 |
|
|
2022
Q3 | $249K | Buy |
8,844
+61
| +0.7% | +$1.72K | ﹤0.01% | 1540 |
|
|
2022
Q2 | $308K | Buy |
+8,783
| New | +$308K | ﹤0.01% | 1425 |
|