Clearstead Advisors’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 | $21.2K | Sell |
567
-127
| -18% | -$4.76K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $26.9K | Hold |
694
| – | – | ﹤0.01% | 1332 |
|
|
2024
Q4 | $24.8K | Buy |
694
+127
| +22% | +$4.53K | ﹤0.01% | 1319 |
|
|
2024
Q3 | $20.9K | Hold |
567
| – | – | ﹤0.01% | 1401 |
|
|
2024
Q2 | $21.6K | Hold |
567
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q1 | $22.5K | Hold |
567
| – | – | ﹤0.01% | 929 |
|
|
2023
Q4 | $18.2K | Sell |
567
-567
| -50% | -$18.2K | ﹤0.01% | 963 |
|
|
2023
Q3 | $39K | Buy |
1,134
+567
| +100% | +$19.5K | ﹤0.01% | 922 |
|
|
2023
Q2 | $16.6K | Sell |
567
-100
| -15% | -$2.93K | ﹤0.01% | 920 |
|
|
2023
Q1 | $20.7K | Buy |
667
+567
| +567% | +$17.6K | ﹤0.01% | 850 |
|
|
2022
Q4 | $3.17K | Hold |
100
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q3 | $3K | Buy |
100
+59
| +144% | +$1.77K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $1K | Sell |
41
-637
| -94% | -$15.5K | ﹤0.01% | 1224 |
|
|
2022
Q1 | $22K | Buy |
678
+665
| +5,115% | +$21.6K | ﹤0.01% | 850 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1424 |
|
|
2021
Q3 | – | Sell |
-83
| Closed | -$2K | – | 1381 |
|
|
2021
Q2 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 1081 |
|
|
2020
Q4 | – | Sell |
-94
| Closed | -$1K | – | 1021 |
|
|
2020
Q3 | $1K | Buy |
+94
| New | +$1K | ﹤0.01% | 861 |
|