Alan B. Lancz & Associates’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 | $280K | Hold |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $301K | Buy |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $205K | Buy |
|