Atria Investments’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 | $300K | Sell |
8,003
-894
| -10% | -$33.5K | ﹤0.01% | 1711 |
|
|
2025
Q1 | $344K | Sell |
8,897
-1,902
| -18% | -$73.6K | ﹤0.01% | 1543 |
|
|
2024
Q4 | $385K | Buy |
10,799
+608
| +6% | +$21.7K | ﹤0.01% | 1452 |
|
|
2024
Q3 | $376K | Sell |
10,191
-121
| -1% | -$4.47K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $393K | Buy |
+10,312
| New | +$393K | 0.01% | 1428 |
|
|
2024
Q1 | – | Sell |
-32,587
| Closed | -$1.04M | – | 1006 |
|
|
2023
Q4 | $1.04M | Buy |
32,587
+183
| +0.6% | +$5.86K | 0.02% | 875 |
|
|
2023
Q3 | $1.11M | Buy |
+32,404
| New | +$1.11M | 0.02% | 794 |
|
|
2020
Q1 | – | Sell |
-11,279
| Closed | -$370K | – | 1113 |
|
|
2019
Q4 | $370K | Buy |
+11,279
| New | +$370K | 0.01% | 900 |
|
|
2014
Q2 | – | Sell |
-19,109
| Closed | -$668K | – | 459 |
|
|
2014
Q1 | $668K | Buy |
19,109
+1,359
| +8% | +$47.5K | 0.07% | 240 |
|
|
2013
Q4 | $622K | Buy |
17,750
+488
| +3% | +$17.1K | 0.06% | 250 |
|
|
2013
Q3 | $618K | Buy |
17,262
+3,705
| +27% | +$133K | 0.06% | 242 |
|
|
2013
Q2 | $400K | Buy |
+13,557
| New | +$400K | 0.05% | 228 |
|