Capital Analysts LLC’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 | $12K | Sell |
315
-54
| -15% | -$2.06K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $14K | Hold |
369
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q4 | $13K | Hold |
369
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q3 | $14K | Buy |
+369
| New | +$14K | ﹤0.01% | 968 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1209 |
|
|
2023
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1146 |
|
|
2013
Q4 | – | Sell |
-250
| Closed | -$8.95K | – | 339 |
|
|
2013
Q3 | $8.95K | Buy |
+250
| New | +$8.95K | ﹤0.01% | 276 |
|