Avantax Advisory Services’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 | $622K | Buy |
16,610
+2,980
| +22% | +$112K | ﹤0.01% | 1462 |
|
|
2025
Q1 | $528K | Sell |
13,630
-989
| -7% | -$38.3K | ﹤0.01% | 1470 |
|
|
2024
Q4 | $522K | Sell |
14,619
-1,501
| -9% | -$53.6K | ﹤0.01% | 1413 |
|
|
2024
Q3 | $595K | Buy |
16,120
+350
| +2% | +$12.9K | ﹤0.01% | 1302 |
|
|
2024
Q2 | $601K | Buy |
+15,770
| New | +$601K | ﹤0.01% | 1255 |
|
|
2024
Q1 | – | Sell |
-6,389
| Closed | -$205K | – | 1722 |
|
|
2023
Q4 | $205K | Buy |
+6,389
| New | +$205K | ﹤0.01% | 1468 |
|
|
2023
Q2 | – | Sell |
-7,623
| Closed | -$237K | – | 1573 |
|
|
2023
Q1 | $237K | Buy |
7,623
+136
| +2% | +$4.22K | ﹤0.01% | 1281 |
|
|
2022
Q4 | $238K | Buy |
+7,487
| New | +$238K | ﹤0.01% | 1233 |
|