Caldwell Trust’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Hold |
312
|
|
||||
|
2025
Q1 | $12.1K | Hold |
312
|
|
||||
|
2024
Q4 | $11.1K | Hold |
312
|
|
||||
|
2024
Q3 | $11.5K | Hold |
312
|
|
||||
|
2024
Q2 | $11.9K | Hold |
312
|
|
||||
|
2024
Q1 | $11.5K | Hold |
312
|
|
||||
|
2023
Q4 | $10K | Sell |
312
-268
|
|
||||
|
2023
Q3 | $19.9K | Hold |
580
|
|
||||
|
2023
Q2 | $17K | Buy |
+580
|
|