Center for Financial Planning’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.27K | Hold |
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|
2025
Q2 | $5.62K | Hold |
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|
2025
Q1 | $5.81K | Hold |
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|
2024
Q4 | $5.35K | Hold |
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|
2024
Q3 | $5.54K | Hold |
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|
2024
Q2 | $5.71K | Hold |
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|
2024
Q1 | $5.54K | Hold |
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|
2023
Q4 | $4.81K | Hold |
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|
2023
Q3 | $5.16K | Hold |
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|
2023
Q2 | $4.4K | Hold |
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|
2023
Q1 | $4.66K | Hold |
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|
2022
Q4 | $4.76K | Hold |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $13K | Buy |
|