Atria Wealth Solutions’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 | $244K | Sell |
6,523
-6,472
| -50% | -$242K | 0.01% | 1266 |
|
|
2025
Q1 | $503K | Sell |
12,995
-6,736
| -34% | -$261K | 0.01% | 1192 |
|
|
2024
Q4 | $704K | Buy |
19,731
+12,002
| +155% | +$428K | 0.01% | 1063 |
|
|
2024
Q3 | $285K | Buy |
7,729
+9
| +0.1% | +$332 | ﹤0.01% | 1534 |
|
|
2024
Q2 | $294K | Sell |
7,720
-6,838
| -47% | -$261K | ﹤0.01% | 1502 |
|
|
2024
Q1 | $537K | Buy |
14,558
+7,098
| +95% | +$262K | 0.01% | 1220 |
|
|
2023
Q4 | $239K | Sell |
7,460
-471
| -6% | -$15.1K | ﹤0.01% | 1652 |
|
|
2023
Q3 | $273K | Sell |
7,931
-2,996
| -27% | -$103K | ﹤0.01% | 1466 |
|
|
2023
Q2 | $320K | Sell |
10,927
-98
| -0.9% | -$2.87K | ﹤0.01% | 1391 |
|
|
2023
Q1 | $342K | Buy |
11,025
+318
| +3% | +$9.87K | 0.01% | 1333 |
|
|
2022
Q4 | $340K | Sell |
10,707
-17
| -0.2% | -$539 | 0.01% | 1281 |
|
|
2022
Q3 | $302K | Buy |
+10,724
| New | +$302K | 0.01% | 1286 |
|
|
2022
Q2 | – | Sell |
-28,986
| Closed | -$945K | – | 1844 |
|
|
2022
Q1 | $945K | Buy |
+28,986
| New | +$945K | 0.02% | 760 |
|