Avior Wealth Management’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 | $210K | Sell |
5,620
-3,977
| -41% | -$149K | 0.01% | 658 |
|
|
2025
Q1 | $372K | Hold |
9,597
| – | – | 0.01% | 493 |
|
|
2024
Q4 | $342K | Hold |
9,597
| – | – | 0.01% | 554 |
|
|
2024
Q3 | $354K | Sell |
9,597
-5
| -0.1% | -$185 | 0.01% | 545 |
|
|
2024
Q2 | $366K | Sell |
9,602
-1,896
| -16% | -$72.2K | 0.02% | 517 |
|
|
2024
Q1 | $424K | Buy |
+11,498
| New | +$424K | 0.02% | 497 |
|
|
2019
Q4 | – | Sell |
-54
| Closed | -$1K | – | 864 |
|
|
2019
Q3 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 752 |
|
|
2018
Q4 | – | Sell |
-286
| Closed | -$11K | – | 755 |
|
|
2018
Q3 | $11K | Sell |
286
-100
| -26% | -$3.85K | ﹤0.01% | 574 |
|
|
2018
Q2 | $16K | Hold |
386
| – | – | ﹤0.01% | 561 |
|
|
2018
Q1 | $13K | Sell |
386
-297
| -43% | -$10K | ﹤0.01% | 566 |
|
|
2017
Q4 | $25K | Buy |
683
+286
| +72% | +$10.5K | 0.01% | 527 |
|
|
2017
Q3 | $14K | Buy |
397
+297
| +297% | +$10.5K | ﹤0.01% | 306 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2017
Q1 | $3K | Sell |
100
-173
| -63% | -$5.19K | ﹤0.01% | 438 |
|
|
2016
Q4 | $9K | Buy |
273
+173
| +173% | +$5.7K | ﹤0.01% | 342 |
|
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 422 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2015
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 360 |
|
|
2015
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 339 |
|
|
2015
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 308 |
|