Carson Wealth (CWM 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 | $224K | Sell |
5,975
-2
| -0% | -$75 | ﹤0.01% | 2073 |
|
|
2025
Q1 | $231K | Sell |
5,977
-425
| -7% | -$16.4K | ﹤0.01% | 1830 |
|
|
2024
Q4 | $228K | Buy |
6,402
+1,090
| +21% | +$38.8K | ﹤0.01% | 1740 |
|
|
2024
Q3 | $196K | Buy |
5,312
+894
| +20% | +$33K | ﹤0.01% | 1764 |
|
|
2024
Q2 | $168K | Buy |
4,418
+598
| +16% | +$22.7K | ﹤0.01% | 1679 |
|
|
2024
Q1 | $141K | Buy |
3,820
+547
| +17% | +$20.2K | ﹤0.01% | 1682 |
|
|
2023
Q4 | $105K | Sell |
3,273
-88
| -3% | -$2.82K | ﹤0.01% | 1734 |
|
|
2023
Q3 | $116K | Buy |
3,361
+650
| +24% | +$22.4K | ﹤0.01% | 1549 |
|
|
2023
Q2 | $79K | Buy |
2,711
+469
| +21% | +$13.7K | ﹤0.01% | 1694 |
|
|
2023
Q1 | $70K | Sell |
2,242
-23
| -1% | -$718 | ﹤0.01% | 1682 |
|
|
2022
Q4 | $72K | Sell |
2,265
-441
| -16% | -$14K | ﹤0.01% | 1526 |
|
|
2022
Q3 | $76K | Buy |
2,706
+1,142
| +73% | +$32.1K | ﹤0.01% | 1463 |
|
|
2022
Q2 | $55K | Buy |
1,564
+337
| +27% | +$11.9K | ﹤0.01% | 1591 |
|
|
2022
Q1 | $40K | Buy |
1,227
+278
| +29% | +$9.06K | ﹤0.01% | 1704 |
|
|
2021
Q4 | $24K | Buy |
+949
| New | +$24K | ﹤0.01% | 1898 |
|
|
2021
Q2 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2021
Q1 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2020
Q4 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2020
Q3 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2020
Q2 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2020
Q1 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q4 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q3 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q2 | $30K | Hold |
1,236
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q1 | $30K | Sell |
1,236
-607,115
| -100% | -$14.7M | ﹤0.01% | 1620 |
|
|
2018
Q4 | $17M | Buy |
608,351
+605,357
| +20,219% | +$16.9M | 0.42% | 58 |
|
|
2018
Q3 | $116K | Sell |
2,994
-64
| -2% | -$2.48K | ﹤0.01% | 590 |
|
|
2018
Q2 | $124K | Buy |
3,058
+26
| +0.9% | +$1.05K | ﹤0.01% | 490 |
|
|
2018
Q1 | $105K | Buy |
3,032
+40
| +1% | +$1.39K | ﹤0.01% | 432 |
|
|
2017
Q4 | $110K | Hold |
2,992
| – | – | ﹤0.01% | 416 |
|
|
2017
Q3 | $105K | Buy |
2,992
+736
| +33% | +$25.8K | 0.01% | 409 |
|
|
2017
Q2 | $66K | Hold |
2,256
| – | – | ﹤0.01% | 437 |
|
|
2017
Q1 | $69K | Sell |
2,256
-251
| -10% | -$7.68K | ﹤0.01% | 401 |
|
|
2016
Q4 | $82K | Buy |
2,507
+1,510
| +151% | +$49.4K | 0.01% | 378 |
|
|
2016
Q3 | $28K | Buy |
997
+101
| +11% | +$2.84K | ﹤0.01% | 508 |
|
|
2016
Q2 | $25K | Sell |
896
-329
| -27% | -$9.18K | ﹤0.01% | 448 |
|
|
2016
Q1 | $34K | Sell |
1,225
-261,933
| -100% | -$7.27M | ﹤0.01% | 388 |
|
|
2015
Q4 | $6.79M | Buy |
263,158
+27,835
| +12% | +$718K | 0.66% | 58 |
|
|
2015
Q3 | $6.29M | Buy |
235,323
+37,605
| +19% | +$1M | 0.63% | 60 |
|
|
2015
Q2 | $5.44M | Buy |
+197,718
| New | +$5.44M | 0.52% | 81 |
|