Center for Financial Planning’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 | $5.62K | Hold |
150
| – | – | ﹤0.01% | 512 |
|
|
2025
Q1 | $5.81K | Hold |
150
| – | – | ﹤0.01% | 522 |
|
|
2024
Q4 | $5.35K | Hold |
150
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $5.54K | Hold |
150
| – | – | ﹤0.01% | 455 |
|
|
2024
Q2 | $5.72K | Hold |
150
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $5.54K | Hold |
150
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $4.81K | Hold |
150
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $5.16K | Hold |
150
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $4.4K | Hold |
150
| – | – | ﹤0.01% | 452 |
|
|
2023
Q1 | $4.66K | Hold |
150
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $4.76K | Hold |
150
| – | – | ﹤0.01% | 414 |
|
|
2022
Q3 | $4K | Sell |
150
-400
| -73% | -$10.7K | ﹤0.01% | 452 |
|
|
2022
Q2 | $19K | Hold |
550
| – | – | ﹤0.01% | 298 |
|
|
2022
Q1 | $18K | Hold |
550
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $14K | Hold |
550
| – | – | ﹤0.01% | 348 |
|
|
2021
Q3 | $11K | Buy |
550
+150
| +38% | +$3K | ﹤0.01% | 352 |
|
|
2021
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 370 |
|
|
2021
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 417 |
|
|
2020
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 365 |
|
|
2020
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 341 |
|
|
2020
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 396 |
|
|
2019
Q4 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 291 |
|