Concord Wealth Partners’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 | $7.49K | Hold |
200
| – | – | ﹤0.01% | 577 |
|
|
2025
Q1 | $7.74K | Hold |
200
| – | – | ﹤0.01% | 536 |
|
|
2024
Q4 | $7.14K | Hold |
200
| – | – | ﹤0.01% | 559 |
|
|
2024
Q3 | $7.38K | Hold |
200
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $7.62K | Hold |
200
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $7.38K | Hold |
200
| – | – | ﹤0.01% | 603 |
|
|
2023
Q4 | $6.41K | Sell |
200
-84
| -30% | -$2.69K | ﹤0.01% | 612 |
|
|
2023
Q3 | $9.76K | Hold |
284
| – | – | ﹤0.01% | 621 |
|
|
2023
Q2 | $8.33K | Buy |
284
+27
| +11% | +$792 | ﹤0.01% | 631 |
|
|
2023
Q1 | $7.98K | Hold |
257
| – | – | ﹤0.01% | 620 |
|
|
2022
Q4 | $8.16K | Buy |
+257
| New | +$8.16K | ﹤0.01% | 664 |
|
|
2022
Q3 | – | Sell |
-367
| Closed | -$13K | – | 1023 |
|
|
2022
Q2 | $13K | Sell |
367
-1,114
| -75% | -$39.5K | ﹤0.01% | 637 |
|
|
2022
Q1 | $48K | Sell |
1,481
-1,338
| -47% | -$43.4K | 0.01% | 452 |
|
|
2021
Q4 | $71K | Buy |
2,819
+1,454
| +107% | +$36.6K | 0.02% | 379 |
|
|
2021
Q3 | $28K | Sell |
1,365
-1,738
| -56% | -$35.7K | 0.01% | 319 |
|
|
2021
Q2 | $74K | Buy |
3,103
+302
| +11% | +$7.2K | 0.02% | 284 |
|
|
2021
Q1 | $59K | Buy |
+2,801
| New | +$59K | 0.02% | 309 |
|