Cetera Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $622K | Buy |
16,854
+8,641
| +105% | +$319K | ﹤0.01% | 1457 |
|
|
2023
Q4 | $263K | Buy |
8,213
+748
| +10% | +$24K | ﹤0.01% | 1499 |
|
|
2023
Q3 | $257K | Buy |
+7,465
| New | +$257K | ﹤0.01% | 1402 |
|
|
2017
Q4 | – | Sell |
-7,190
| Closed | -$256K | – | 830 |
|
|
2017
Q3 | $256K | Sell |
7,190
-1,989
| -22% | -$70.8K | 0.02% | 667 |
|
|
2017
Q2 | $267K | Sell |
9,179
-138
| -1% | -$4.01K | 0.02% | 637 |
|
|
2017
Q1 | $285K | Buy |
9,317
+4
| +0% | +$122 | 0.02% | 592 |
|
|
2016
Q4 | $302K | Buy |
9,313
+2
| +0% | +$65 | 0.02% | 522 |
|
|
2016
Q3 | $259K | Sell |
9,311
-11,738
| -56% | -$327K | 0.02% | 590 |
|
|
2016
Q2 | $585K | Sell |
21,049
-2,681
| -11% | -$74.5K | 0.05% | 382 |
|
|
2016
Q1 | $662K | Sell |
23,730
-3,540
| -13% | -$98.8K | 0.06% | 337 |
|
|
2015
Q4 | $705K | Buy |
27,270
+704
| +3% | +$18.2K | 0.06% | 335 |
|
|
2015
Q3 | $708K | Buy |
26,566
+6,626
| +33% | +$177K | 0.07% | 295 |
|
|
2015
Q2 | $550K | Buy |
19,940
+3,496
| +21% | +$96.4K | 0.05% | 366 |
|
|
2015
Q1 | $484K | Buy |
16,444
+70
| +0.4% | +$2.06K | 0.04% | 391 |
|
|
2014
Q4 | $521K | Hold |
16,374
| – | – | 0.05% | 363 |
|
|
2014
Q3 | $588K | Buy |
16,374
+113
| +0.7% | +$4.06K | 0.04% | 313 |
|
|
2014
Q2 | $695K | Buy |
+16,261
| New | +$695K | 0.08% | 288 |
|