Bartlett & Co 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 | $74.9K | Hold |
2,000
| – | – | ﹤0.01% | 597 |
|
|
2025
Q1 | $77.4K | Hold |
2,000
| – | – | ﹤0.01% | 583 |
|
|
2024
Q4 | $71.4K | Hold |
2,000
| – | – | ﹤0.01% | 586 |
|
|
2024
Q3 | $73.8K | Sell |
2,000
-400
| -17% | -$14.8K | ﹤0.01% | 592 |
|
|
2024
Q2 | $91.4K | Hold |
2,400
| – | – | ﹤0.01% | 563 |
|
|
2024
Q1 | $88.6K | Hold |
2,400
| – | – | ﹤0.01% | 579 |
|
|
2023
Q4 | $76.5K | Sell |
2,400
-300
| -11% | -$9.57K | ﹤0.01% | 621 |
|
|
2023
Q3 | $92.8K | Hold |
2,700
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $79.2K | Buy |
2,700
+2,600
| +2,600% | +$76.2K | ﹤0.01% | 577 |
|
|
2023
Q1 | $3.11K | Hold |
100
| – | – | ﹤0.01% | 950 |
|
|
2022
Q4 | $3.17K | Hold |
100
| – | – | ﹤0.01% | 979 |
|
|
2022
Q3 | $2.82K | Buy |
+100
| New | +$2.82K | ﹤0.01% | 1010 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$15.8K | – | 886 |
|
|
2020
Q1 | $15.8K | Buy |
+1,000
| New | +$15.8K | ﹤0.01% | 608 |
|
|
2019
Q2 | – | Sell |
-47
| Closed | -$1.52K | – | 809 |
|
|
2019
Q1 | $1.52K | Buy |
+47
| New | +$1.52K | ﹤0.01% | 659 |
|
|
2018
Q4 | – | Sell |
-39
| Closed | -$1.51K | – | 722 |
|
|
2018
Q3 | $1.51K | Buy |
+39
| New | +$1.51K | ﹤0.01% | 667 |
|