Evergreen Capital 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 | $559K | Sell |
14,922
-1,896
| -11% | -$71K | 0.02% | 511 |
|
|
2025
Q1 | $651K | Sell |
16,818
-579
| -3% | -$22.4K | 0.02% | 420 |
|
|
2024
Q4 | $621K | Sell |
17,397
-426
| -2% | -$15.2K | 0.02% | 441 |
|
|
2024
Q3 | $658K | Sell |
17,823
-787
| -4% | -$29.1K | 0.02% | 423 |
|
|
2024
Q2 | $709K | Sell |
18,610
-776
| -4% | -$29.6K | 0.03% | 376 |
|
|
2024
Q1 | $716K | Sell |
19,386
-58,312
| -75% | -$2.15M | 0.03% | 352 |
|
|
2023
Q4 | $2.49M | Sell |
77,698
-1,221
| -2% | -$39.1K | 0.1% | 207 |
|
|
2023
Q3 | $2.71M | Buy |
78,919
+1,267
| +2% | +$43.6K | 0.12% | 191 |
|
|
2023
Q2 | $2.28M | Buy |
77,652
+2,706
| +4% | +$79.3K | 0.1% | 203 |
|
|
2023
Q1 | $2.33M | Buy |
74,946
+80
| +0.1% | +$2.48K | 0.1% | 202 |
|
|
2022
Q4 | $2.38M | Sell |
74,866
-30,441
| -29% | -$966K | 0.11% | 201 |
|
|
2022
Q3 | $2.97M | Sell |
105,307
-1,735
| -2% | -$48.9K | 0.15% | 164 |
|
|
2022
Q2 | $3.75M | Sell |
107,042
-42,284
| -28% | -$1.48M | 0.2% | 139 |
|
|
2022
Q1 | $4.87M | Buy |
149,326
+18
| +0% | +$587 | 0.2% | 139 |
|
|
2021
Q4 | $3.74M | Buy |
149,308
+267
| +0.2% | +$6.68K | 0.15% | 169 |
|
|
2021
Q3 | $3.09M | Buy |
149,041
+3,019
| +2% | +$62.6K | 0.14% | 172 |
|
|
2021
Q2 | $3.5M | Buy |
146,022
+4,758
| +3% | +$114K | 0.17% | 140 |
|
|
2021
Q1 | $2.95M | Buy |
+141,264
| New | +$2.95M | 0.15% | 149 |
|
|
2020
Q2 | – | Sell |
-12,786
| Closed | -$202K | – | 422 |
|
|
2020
Q1 | $202K | Sell |
12,786
-55,059
| -81% | -$870K | 0.02% | 331 |
|
|
2019
Q4 | $2.23M | Sell |
67,845
-331
| -0.5% | -$10.9K | 0.19% | 113 |
|
|
2019
Q3 | $2.15M | Buy |
+68,176
| New | +$2.15M | 0.2% | 106 |
|