Everett Harris & Co’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 | $774K | Sell |
20,675
-8,000
| -28% | -$300K | 0.01% | 180 |
|
|
2025
Q1 | $1.11M | Sell |
28,675
-42
| -0.1% | -$1.63K | 0.01% | 141 |
|
|
2024
Q4 | $1.02M | Hold |
28,717
| – | – | 0.01% | 137 |
|
|
2024
Q3 | $1.06M | Sell |
28,717
-44
| -0.2% | -$1.62K | 0.01% | 131 |
|
|
2024
Q2 | $1.1M | Buy |
28,761
+5,000
| +21% | +$191K | 0.01% | 127 |
|
|
2024
Q1 | $877K | Buy |
+23,761
| New | +$877K | 0.01% | 144 |
|