Drive 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
Q1 | – | Sell |
-6,108
| Closed | -$218K | – | 376 |
|
|
2024
Q4 | $218K | Buy |
6,108
+93
| +2% | +$3.32K | 0.05% | 291 |
|
|
2024
Q3 | $222K | Buy |
6,015
+2
| +0% | +$74 | 0.06% | 269 |
|
|
2024
Q2 | $229K | Sell |
6,013
-98
| -2% | -$3.73K | 0.06% | 257 |
|
|
2024
Q1 | $226K | Sell |
6,111
-424
| -6% | -$15.6K | 0.06% | 273 |
|
|
2023
Q4 | $209K | Buy |
6,535
+65
| +1% | +$2.08K | 0.07% | 267 |
|
|
2023
Q3 | $222K | Sell |
6,470
-455
| -7% | -$15.6K | 0.08% | 224 |
|
|
2023
Q2 | $203K | Buy |
6,925
+169
| +3% | +$4.96K | 0.08% | 249 |
|
|
2023
Q1 | $210K | Sell |
6,756
-15
| -0.2% | -$466 | 0.09% | 247 |
|
|
2022
Q4 | $215K | Buy |
+6,771
| New | +$215K | 0.11% | 204 |
|
|
2022
Q3 | – | Sell |
-6,871
| Closed | -$241K | – | 187 |
|
|
2022
Q2 | $241K | Buy |
6,871
+144
| +2% | +$5.05K | 0.22% | 129 |
|
|
2022
Q1 | $219K | Buy |
+6,727
| New | +$219K | 0.18% | 142 |
|