Cary Street Partners 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 | – | Sell |
-1,700
| Closed | -$65.8K | – | 611 |
|
|
2025
Q1 | $65.8K | Buy |
1,700
+1,338
| +370% | +$51.8K | 0.04% | 341 |
|
|
2024
Q4 | $12.9K | Sell |
362
-8,088
| -96% | -$289K | 0.01% | 432 |
|
|
2024
Q3 | $312K | Buy |
8,450
+1,774
| +27% | +$65.5K | 0.01% | 616 |
|
|
2024
Q2 | $254K | Buy |
+6,676
| New | +$254K | 0.01% | 644 |
|
|
2023
Q4 | – | Sell |
-898
| Closed | -$30.9K | – | 1674 |
|
|
2023
Q3 | $30.9K | Sell |
898
-56
| -6% | -$1.93K | ﹤0.01% | 987 |
|
|
2023
Q2 | $28K | Hold |
954
| – | – | ﹤0.01% | 968 |
|
|
2023
Q1 | $29.6K | Sell |
954
-424
| -31% | -$13.2K | ﹤0.01% | 866 |
|
|
2022
Q4 | $43.7K | Buy |
+1,378
| New | +$43.7K | ﹤0.01% | 776 |
|
|
2021
Q3 | – | Sell |
-2,972
| Closed | -$71K | – | 298 |
|
|
2021
Q2 | $71K | Buy |
+2,972
| New | +$71K | 0.02% | 276 |
|