Crewe 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 | $404K | Hold |
10,794
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $418K | Hold |
10,794
| – | – | 0.06% | 91 |
|
|
2024
Q4 | $385K | Hold |
10,794
| – | – | 0.05% | 100 |
|
|
2024
Q3 | $399K | Hold |
10,794
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $411K | Hold |
10,794
| – | – | 0.05% | 118 |
|
|
2024
Q1 | $398K | Buy |
+10,794
| New | +$398K | 0.05% | 117 |
|
|
2023
Q4 | – | Sell |
-10,794
| Closed | -$371K | – | 666 |
|
|
2023
Q3 | $371K | Hold |
10,794
| – | – | 0.06% | 55 |
|
|
2023
Q2 | $316K | Hold |
10,794
| – | – | 0.04% | 105 |
|
|
2023
Q1 | $335K | Hold |
10,794
| – | – | 0.05% | 113 |
|
|
2022
Q4 | $342K | Hold |
10,794
| – | – | 0.05% | 101 |
|
|
2022
Q3 | $304K | Hold |
10,794
| – | – | 0.05% | 105 |
|
|
2022
Q2 | $379K | Hold |
10,794
| – | – | 0.08% | 76 |
|
|
2022
Q1 | $352K | Hold |
10,794
| – | – | 0.07% | 73 |
|
|
2021
Q4 | $270K | Hold |
10,794
| – | – | 0.05% | 69 |
|
|
2021
Q3 | $224K | Hold |
10,794
| – | – | 0.05% | 62 |
|
|
2021
Q2 | $259K | Hold |
10,794
| – | – | 0.06% | 54 |
|
|
2021
Q1 | $226K | Hold |
10,794
| – | – | 0.06% | 58 |
|
|
2020
Q4 | $181K | Sell |
10,794
-380
| -3% | -$6.37K | 0.07% | 66 |
|
|
2020
Q3 | $137K | Buy |
11,174
+380
| +4% | +$4.66K | 0.06% | 66 |
|
|
2020
Q2 | $182K | Hold |
10,794
| – | – | 0.09% | 54 |
|
|
2020
Q1 | $171K | Hold |
10,794
| – | – | 0.1% | 48 |
|
|
2019
Q4 | $354K | Hold |
10,794
| – | – | 0.15% | 40 |
|
|
2019
Q3 | $341K | Hold |
10,794
| – | – | 0.16% | 38 |
|
|
2019
Q2 | $336K | Hold |
10,794
| – | – | 0.11% | 57 |
|
|
2019
Q1 | $350K | Hold |
10,794
| – | – | 0.11% | 41 |
|
|
2018
Q4 | $302K | Hold |
10,794
| – | – | 0.1% | 44 |
|
|
2018
Q3 | $418K | Buy |
+10,794
| New | +$418K | 0.35% | 35 |
|