Alan B. Lancz & Associates’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 | $251K | Hold |
6,700
| – | – | 0.25% | 111 |
|
|
2025
Q1 | $259K | Hold |
6,700
| – | – | 0.28% | 98 |
|
|
2024
Q4 | $239K | Sell |
6,700
-1,200
| -15% | -$42.8K | 0.24% | 105 |
|
|
2024
Q3 | $292K | Hold |
7,900
| – | – | 0.27% | 98 |
|
|
2024
Q2 | $301K | Buy |
+7,900
| New | +$301K | 0.3% | 93 |
|
|
2023
Q4 | $263K | Hold |
8,200
| – | – | 0.28% | 105 |
|
|
2023
Q3 | $282K | Hold |
8,200
| – | – | 0.32% | 97 |
|
|
2023
Q2 | $240K | Hold |
8,200
| – | – | 0.26% | 107 |
|
|
2023
Q1 | $255K | Hold |
8,200
| – | – | 0.26% | 106 |
|
|
2022
Q4 | $266K | Hold |
8,200
| – | – | 0.27% | 106 |
|
|
2022
Q3 | $231K | Hold |
8,200
| – | – | 0.27% | 104 |
|
|
2022
Q2 | $278K | Hold |
8,200
| – | – | 0.28% | 101 |
|
|
2022
Q1 | $267K | Hold |
8,200
| – | – | 0.24% | 111 |
|
|
2021
Q4 | $205K | Buy |
+8,200
| New | +$205K | 0.18% | 143 |
|