Corient Private Wealth’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 | $54.8M | Buy |
1,461,949
+660,914
| +83% | +$24.8M | 0.06% | 245 |
|
2025
Q1 | $31M | Buy |
801,035
+52,170
| +7% | +$2.02M | 0.05% | 306 |
|
2024
Q4 | $26.7M | Buy |
748,865
+307,469
| +70% | +$11M | 0.04% | 337 |
|
2024
Q3 | $16.3M | Buy |
441,396
+10,005
| +2% | +$369K | 0.03% | 440 |
|
2024
Q2 | $16.4M | Buy |
431,391
+12,035
| +3% | +$459K | 0.03% | 426 |
|
2024
Q1 | $15.5M | Buy |
419,356
+43,087
| +11% | +$1.59M | 0.03% | 438 |
|
2023
Q4 | $12.1M | Buy |
376,269
+282,579
| +302% | +$9.05M | 0.02% | 478 |
|
2023
Q3 | $3.22M | Buy |
93,690
+1,198
| +1% | +$41.2K | 0.01% | 755 |
|
2023
Q2 | $2.71M | Buy |
92,492
+21,708
| +31% | +$636K | 0.01% | 807 |
|
2023
Q1 | $2.2M | Buy |
70,784
+40,507
| +134% | +$1.26M | 0.01% | 811 |
|
2022
Q4 | $961K | Buy |
+30,277
| New | +$961K | ﹤0.01% | 924 |
|