Congress Wealth Management’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 | $4.94M | Buy |
131,856
+62,307
| +90% | +$2.33M | 0.05% | 387 |
|
|
2025
Q1 | $2.69M | Buy |
69,549
+475
| +0.7% | +$18.4K | 0.03% | 435 |
|
|
2024
Q4 | $2.46M | Sell |
69,074
-66,327
| -49% | -$2.37M | 0.03% | 382 |
|
|
2024
Q3 | $5M | Buy |
135,401
+35,141
| +35% | +$1.3M | 0.07% | 295 |
|
|
2024
Q2 | $3.82M | Buy |
100,260
+92,257
| +1,153% | +$3.51M | 0.06% | 282 |
|
|
2024
Q1 | $295K | Buy |
8,003
+626
| +8% | +$23.1K | 0.01% | 508 |
|
|
2023
Q4 | $236K | Sell |
7,377
-188
| -2% | -$6.02K | ﹤0.01% | 567 |
|
|
2023
Q3 | $260K | Buy |
7,565
+153
| +2% | +$5.26K | 0.01% | 544 |
|
|
2023
Q2 | $217K | Sell |
7,412
-9
| -0.1% | -$264 | 0.01% | 527 |
|
|
2023
Q1 | $230K | Buy |
7,421
+9
| +0.1% | +$279 | 0.01% | 517 |
|
|
2022
Q4 | $235K | Sell |
7,412
-44
| -0.6% | -$1.4K | 0.01% | 516 |
|
|
2022
Q3 | $210K | Hold |
7,456
| – | – | 0.01% | 520 |
|
|
2022
Q2 | $261K | Hold |
7,456
| – | – | 0.01% | 496 |
|
|
2022
Q1 | $243K | Buy |
+7,456
| New | +$243K | 0.01% | 550 |
|