Chase Investment Counsel’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 |
-12,329
| Closed | -$477K | – | 148 |
|
|
2025
Q1 | $477K | Sell |
12,329
-91
| -0.7% | -$3.52K | 0.17% | 92 |
|
|
2024
Q4 | $443K | Sell |
12,420
-80
| -0.6% | -$2.85K | 0.14% | 102 |
|
|
2024
Q3 | $461K | Sell |
12,500
-166
| -1% | -$6.12K | 0.15% | 101 |
|
|
2024
Q2 | $482K | Buy |
12,666
+852
| +7% | +$32.4K | 0.17% | 95 |
|
|
2024
Q1 | $436K | Buy |
11,814
+572
| +5% | +$21.1K | 0.16% | 100 |
|
|
2023
Q4 | $360K | Sell |
11,242
-23
| -0.2% | -$737 | 0.16% | 108 |
|
|
2023
Q3 | $387K | Sell |
11,265
-4,150
| -27% | -$143K | 0.19% | 92 |
|
|
2023
Q2 | $451K | Buy |
15,415
+3,569
| +30% | +$104K | 0.23% | 67 |
|
|
2023
Q1 | $367K | Buy |
11,846
+3,008
| +34% | +$93.2K | 0.2% | 74 |
|
|
2022
Q4 | $280K | Sell |
8,838
-252
| -3% | -$7.98K | 0.17% | 76 |
|
|
2022
Q3 | $255K | Buy |
9,090
+190
| +2% | +$5.33K | 0.16% | 74 |
|
|
2022
Q2 | $312K | Buy |
8,900
+643
| +8% | +$22.5K | 0.17% | 83 |
|
|
2022
Q1 | $269K | Buy |
+8,257
| New | +$269K | 0.12% | 97 |
|