Arkadios Wealth 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 | $710K | Sell |
18,958
-6,789
| -26% | -$254K | 0.02% | 702 |
|
|
2025
Q1 | $997K | Buy |
25,747
+6,668
| +35% | +$258K | 0.04% | 456 |
|
|
2024
Q4 | $681K | Buy |
19,079
+487
| +3% | +$17.4K | 0.04% | 432 |
|
|
2024
Q3 | $686K | Sell |
18,592
-8
| -0% | -$295 | 0.04% | 429 |
|
|
2024
Q2 | $709K | Buy |
+18,600
| New | +$709K | 0.05% | 366 |
|
|
2020
Q2 | – | Sell |
-7
| Closed | -$111 | – | 1134 |
|
|
2020
Q1 | $111 | Buy |
+7
| New | +$111 | ﹤0.01% | 1142 |
|