Checchi Capital Advisers’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 | $301K | Sell |
8,045
-291
| -3% | -$10.9K | 0.02% | 451 |
|
|
2025
Q1 | $323K | Buy |
8,336
+82
| +1% | +$3.18K | 0.02% | 437 |
|
|
2024
Q4 | $295K | Sell |
8,254
-80
| -1% | -$2.85K | 0.02% | 437 |
|
|
2024
Q3 | $308K | Buy |
8,334
+566
| +7% | +$20.9K | 0.02% | 438 |
|
|
2024
Q2 | $296K | Buy |
7,768
+484
| +7% | +$18.4K | 0.01% | 435 |
|
|
2024
Q1 | $269K | Buy |
7,284
+66
| +0.9% | +$2.44K | 0.02% | 467 |
|
|
2023
Q4 | $231K | Sell |
7,218
-748
| -9% | -$24K | 0.02% | 494 |
|
|
2023
Q3 | $274K | Buy |
7,966
+560
| +8% | +$19.3K | 0.03% | 424 |
|
|
2023
Q2 | $217K | Buy |
7,406
+203
| +3% | +$5.95K | 0.02% | 519 |
|
|
2023
Q1 | $224K | Buy |
7,203
+283
| +4% | +$8.79K | 0.02% | 506 |
|
|
2022
Q4 | $220K | Sell |
6,920
-186
| -3% | -$5.9K | 0.02% | 493 |
|
|
2022
Q3 | $200K | Buy |
7,106
+345
| +5% | +$9.71K | 0.02% | 512 |
|
|
2022
Q2 | $229K | Buy |
+6,761
| New | +$229K | 0.02% | 512 |
|
|
2018
Q4 | – | Sell |
-7,406
| Closed | -$287K | – | 428 |
|
|
2018
Q3 | $287K | Buy |
7,406
+2,074
| +39% | +$80.4K | 0.03% | 318 |
|
|
2018
Q2 | $217K | Buy |
+5,332
| New | +$217K | 0.03% | 355 |
|
|
2018
Q1 | – | Sell |
-6,748
| Closed | -$248K | – | 414 |
|
|
2017
Q4 | $248K | Buy |
6,748
+309
| +5% | +$11.4K | 0.03% | 332 |
|
|
2017
Q3 | $226K | Sell |
6,439
-3,128
| -33% | -$110K | 0.02% | 336 |
|
|
2017
Q2 | $279K | Buy |
9,567
+2,925
| +44% | +$85.3K | 0.03% | 282 |
|
|
2017
Q1 | $204K | Hold |
6,642
| – | – | 0.02% | 368 |
|
|
2016
Q4 | $217K | Buy |
+6,642
| New | +$217K | 0.03% | 330 |
|
|
2016
Q3 | – | Sell |
-6,801
| Closed | -$189K | – | 1086 |
|
|
2016
Q2 | $189K | Buy |
6,801
+372
| +6% | +$10.3K | 0.02% | 348 |
|
|
2016
Q1 | $179K | Buy |
+6,429
| New | +$179K | 0.04% | 372 |
|
|
2014
Q4 | – | Sell |
-5,700
| Closed | -$206K | – | 337 |
|
|
2014
Q3 | $206K | Sell |
5,700
-1,343
| -19% | -$48.5K | 0.08% | 247 |
|
|
2014
Q2 | $300K | Buy |
+7,043
| New | +$300K | 0.14% | 142 |
|