Bartlett & Co Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.6K | Hold |
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|
2025
Q2 | $74.9K | Hold |
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|
2025
Q1 | $77.4K | Hold |
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|
2024
Q4 | $71.4K | Hold |
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|
2024
Q3 | $73.8K | Sell |
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|
2024
Q2 | $91.4K | Hold |
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|
2024
Q1 | $88.6K | Hold |
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|
2023
Q4 | $76.5K | Sell |
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|
2023
Q3 | $92.8K | Hold |
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|
2023
Q2 | $79.2K | Buy |
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|
2023
Q1 | $3.1K | Hold |
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|
2022
Q4 | $3.17K | Hold |
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|
2022
Q3 | $2.81K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $15.8K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.52K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.51K | Buy |
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