Archford Capital Strategies’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 | $874K | Sell |
23,345
-542
| -2% | -$20.3K | 0.11% | 162 |
|
|
2025
Q1 | $925K | Buy |
+23,887
| New | +$925K | 0.14% | 148 |
|
|
2019
Q3 | – | Sell |
-64
| Closed | -$2K | – | 482 |
|
|
2019
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 528 |
|
|
2019
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 499 |
|
|
2018
Q4 | $2K | Buy |
64
+12
| +23% | +$375 | ﹤0.01% | 475 |
|
|
2018
Q3 | $2K | Sell |
52
-47
| -47% | -$1.81K | ﹤0.01% | 499 |
|
|
2018
Q2 | $4K | Hold |
99
| – | – | ﹤0.01% | 507 |
|
|
2018
Q1 | $4K | Buy |
+99
| New | +$4K | ﹤0.01% | 429 |
|
|
2017
Q2 | – | Sell |
-984
| Closed | -$30K | – | 569 |
|
|
2017
Q1 | $30K | Buy |
984
+862
| +707% | +$26.3K | 0.01% | 321 |
|
|
2016
Q4 | $3K | Hold |
122
| – | – | ﹤0.01% | 480 |
|
|
2016
Q3 | $3K | Sell |
122
-75
| -38% | -$1.84K | ﹤0.01% | 492 |
|
|
2016
Q2 | $5K | Buy |
+197
| New | +$5K | ﹤0.01% | 489 |
|
|
2016
Q1 | – | Sell |
-197
| Closed | -$6K | – | 543 |
|
|
2015
Q4 | $6K | Hold |
197
| – | – | ﹤0.01% | 543 |
|
|
2015
Q3 | $5K | Buy |
197
+75
| +61% | +$1.9K | ﹤0.01% | 448 |
|
|
2015
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 451 |
|
|
2015
Q1 | $3.57K | Buy |
122
+20
| +20% | +$585 | ﹤0.01% | 416 |
|
|
2014
Q4 | $3K | Sell |
102
-546
| -84% | -$16.1K | ﹤0.01% | 468 |
|
|
2014
Q3 | $23K | Hold |
648
| – | – | 0.02% | 283 |
|
|
2014
Q2 | $27.6K | Buy |
648
+10
| +2% | +$426 | 0.02% | 272 |
|
|
2014
Q1 | $22.3K | Buy |
+638
| New | +$22.3K | 0.02% | 309 |
|