Annis Gardner Whiting Capital 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 | $4.23K | Buy |
+113
| New | +$4.23K | ﹤0.01% | 877 |
|
2024
Q4 | – | Sell |
-35
| Closed | -$1.29K | – | 806 |
|
2024
Q3 | $1.29K | Hold |
35
| – | – | ﹤0.01% | 723 |
|
2024
Q2 | $1.33K | Hold |
35
| – | – | ﹤0.01% | 874 |
|
2024
Q1 | $1.29K | Hold |
35
| – | – | ﹤0.01% | 865 |
|
2023
Q4 | $1.12K | Hold |
35
| – | – | ﹤0.01% | 661 |
|
2023
Q3 | $1.2K | Buy |
+35
| New | +$1.2K | ﹤0.01% | 639 |
|