Beverly Hills Private Wealth’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 | $2.72M | Buy |
72,752
+4,332
| +6% | +$162K | 0.51% | 53 |
|
|
2025
Q1 | $2.65M | Sell |
68,420
-6,233
| -8% | -$241K | 0.52% | 49 |
|
|
2024
Q4 | $2.66M | Buy |
74,653
+3,386
| +5% | +$121K | 0.54% | 47 |
|
|
2024
Q3 | $2.63M | Buy |
71,267
+25,947
| +57% | +$958K | 0.53% | 49 |
|
|
2024
Q2 | $1.73M | Buy |
45,320
+16,731
| +59% | +$637K | 0.38% | 73 |
|
|
2024
Q1 | $1.06M | Buy |
28,589
+17,003
| +147% | +$628K | 0.24% | 99 |
|
|
2023
Q4 | $371K | Buy |
+11,586
| New | +$371K | 0.1% | 220 |
|