Concourse Financial Group Securities’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-732
| Closed | -$28.7K | – | 7384 |
|
|
2024
Q4 | $28.7K | Sell |
732
-92
| -11% | -$3.61K | ﹤0.01% | 1422 |
|
|
2024
Q3 | $30.4K | Sell |
824
-139
| -14% | -$5.13K | ﹤0.01% | 1382 |
|
|
2024
Q2 | $36.7K | Sell |
963
-131
| -12% | -$4.99K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $40.4K | Sell |
1,094
-134
| -11% | -$4.95K | ﹤0.01% | 1276 |
|
|
2023
Q4 | $39.3K | Sell |
1,228
-1,292
| -51% | -$41.4K | ﹤0.01% | 1225 |
|
|
2023
Q3 | $86.6K | Sell |
2,520
-84
| -3% | -$2.89K | 0.01% | 902 |
|
|
2023
Q2 | $76.3K | Buy |
2,604
+343
| +15% | +$10.1K | 0.01% | 937 |
|
|
2023
Q1 | $70.2K | Buy |
2,261
+1,191
| +111% | +$37K | 0.01% | 974 |
|
|
2022
Q4 | $34K | Hold |
1,070
| – | – | ﹤0.01% | 1244 |
|
|
2022
Q3 | $30K | Buy |
1,070
+470
| +78% | +$13.2K | ﹤0.01% | 1153 |
|
|
2022
Q2 | $21K | Hold |
600
| – | – | ﹤0.01% | 1442 |
|
|
2022
Q1 | $20K | Sell |
600
-168
| -22% | -$5.6K | ﹤0.01% | 1487 |
|
|
2021
Q4 | $19K | Hold |
768
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q3 | $16K | Hold |
768
| – | – | ﹤0.01% | 1728 |
|
|
2021
Q2 | $18K | Hold |
768
| – | – | ﹤0.01% | 1679 |
|
|
2021
Q1 | $16K | Hold |
768
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q4 | $13K | Hold |
768
| – | – | ﹤0.01% | 1611 |
|
|
2020
Q3 | $9K | Buy |
768
+600
| +357% | +$7.03K | ﹤0.01% | 1615 |
|
|
2020
Q2 | $3K | Sell |
168
-1,186
| -88% | -$21.2K | ﹤0.01% | 1846 |
|
|
2020
Q1 | $21K | Buy |
1,354
+1,186
| +706% | +$18.4K | ﹤0.01% | 1221 |
|
|
2019
Q4 | $6K | Hold |
168
| – | – | ﹤0.01% | 1585 |
|
|
2019
Q3 | $5K | Hold |
168
| – | – | ﹤0.01% | 1336 |
|
|
2019
Q2 | $5K | Hold |
168
| – | – | ﹤0.01% | 1757 |
|
|
2019
Q1 | $5K | Sell |
168
-62
| -27% | -$1.85K | ﹤0.01% | 1756 |
|
|
2018
Q4 | $6K | Buy |
230
+75
| +48% | +$1.96K | ﹤0.01% | 1611 |
|
|
2018
Q3 | $6K | Buy |
+155
| New | +$6K | ﹤0.01% | 1355 |
|