Beese Fulmer Investment 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 | $220K | Hold |
5,870
| – | – | 0.02% | 272 |
|
|
2025
Q1 | $227K | Hold |
5,870
| – | – | 0.02% | 224 |
|
|
2024
Q4 | $209K | Hold |
5,870
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $217K | Sell |
5,870
-380
| -6% | -$14K | 0.02% | 218 |
|
|
2024
Q2 | $238K | Hold |
6,250
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $231K | Hold |
6,250
| – | – | 0.02% | 204 |
|
|
2023
Q4 | $200K | Hold |
6,250
| – | – | 0.02% | 218 |
|
|
2023
Q3 | $215K | Buy |
+6,250
| New | +$215K | 0.02% | 198 |
|
|
2023
Q2 | – | Sell |
-6,450
| Closed | -$200K | – | 223 |
|
|
2023
Q1 | $200K | Hold |
6,450
| – | – | 0.02% | 211 |
|
|
2022
Q4 | $205K | Buy |
+6,450
| New | +$205K | 0.02% | 213 |
|
|
2022
Q3 | – | Sell |
-6,940
| Closed | -$243K | – | 224 |
|
|
2022
Q2 | $243K | Buy |
6,940
+490
| +8% | +$17.2K | 0.03% | 195 |
|
|
2022
Q1 | $210K | Buy |
+6,450
| New | +$210K | 0.02% | 220 |
|
|
2020
Q3 | – | Sell |
-6,450
| Closed | -$109K | – | 504 |
|
|
2020
Q2 | $109K | Buy |
+6,450
| New | +$109K | 0.02% | 237 |
|
|
2020
Q1 | – | Sell |
-6,450
| Closed | -$212K | – | 197 |
|
|
2019
Q4 | $212K | Hold |
6,450
| – | – | 0.03% | 189 |
|
|
2019
Q3 | $204K | Hold |
6,450
| – | – | 0.03% | 195 |
|
|
2019
Q2 | $201K | Hold |
6,450
| – | – | 0.04% | 169 |
|
|
2019
Q1 | $209K | Buy |
+6,450
| New | +$209K | 0.04% | 166 |
|
|
2018
Q4 | – | Sell |
-6,450
| Closed | -$250K | – | 184 |
|
|
2018
Q3 | $250K | Hold |
6,450
| – | – | 0.05% | 156 |
|
|
2018
Q2 | $262K | Hold |
6,450
| – | – | 0.05% | 149 |
|
|
2018
Q1 | $223K | Hold |
6,450
| – | – | 0.05% | 163 |
|
|
2017
Q4 | $237K | Hold |
6,450
| – | – | 0.05% | 164 |
|
|
2017
Q3 | $226K | Buy |
+6,450
| New | +$226K | 0.05% | 165 |
|
|
2017
Q1 | – | Sell |
-6,450
| Closed | -$211K | – | 182 |
|
|
2016
Q4 | $211K | Buy |
+6,450
| New | +$211K | 0.05% | 166 |
|
|
2014
Q4 | – | Sell |
-6,000
| Closed | -$217K | – | 160 |
|
|
2014
Q3 | $217K | Hold |
6,000
| – | – | 0.07% | 142 |
|
|
2014
Q2 | $256K | Hold |
6,000
| – | – | 0.08% | 134 |
|
|
2014
Q1 | $210K | Hold |
6,000
| – | – | 0.07% | 143 |
|
|
2013
Q4 | $210K | Hold |
6,000
| – | – | 0.07% | 140 |
|
|
2013
Q3 | $215K | Buy |
+6,000
| New | +$215K | 0.08% | 135 |
|