Cape Investment Advisory’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 | $4.83K | Buy |
129
+35
| +37% | +$1.31K | ﹤0.01% | 763 |
|
|
2025
Q1 | $3.64K | Sell |
94
-32
| -25% | -$1.24K | ﹤0.01% | 818 |
|
|
2024
Q4 | $4.5K | Hold |
126
| – | – | ﹤0.01% | 763 |
|
|
2024
Q3 | $4.65K | Hold |
126
| – | – | ﹤0.01% | 719 |
|
|
2024
Q2 | $4.8K | Hold |
126
| – | – | ﹤0.01% | 671 |
|
|
2024
Q1 | $4.65K | Sell |
126
-1,572
| -93% | -$58K | ﹤0.01% | 660 |
|
|
2023
Q4 | $54.4K | Buy |
1,698
+1,610
| +1,830% | +$51.6K | 0.03% | 336 |
|
|
2023
Q3 | $3.03K | Hold |
88
| – | – | ﹤0.01% | 748 |
|
|
2023
Q2 | $2.58K | Buy |
88
+26
| +42% | +$762 | ﹤0.01% | 750 |
|
|
2023
Q1 | $1.93K | Buy |
+62
| New | +$1.93K | ﹤0.01% | 817 |
|