EverSource Wealth Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $123K | Buy |
|
|||||
|
2025
Q2 | $99.9K | Buy |
|
|||||
|
2025
Q1 | $85.3K | Sell |
|
|||||
|
2024
Q4 | $94.2K | Sell |
|
|||||
|
2024
Q3 | $102K | Sell |
|
|||||
|
2024
Q2 | $114K | Buy |
|
|||||
|
2024
Q1 | $104K | Buy |
|
|||||
|
2023
Q4 | $75.4K | Buy |
|
|||||
|
2023
Q3 | $75.6K | Buy |
|
|||||
|
2023
Q2 | $43.2K | Sell |
|
|||||
|
2023
Q1 | $49.4K | Sell |
|
|||||
|
2022
Q4 | $59.6K | Buy |
|
|||||
|
2022
Q3 | $43K | Sell |
|
|||||
|
2022
Q2 | $93K | Buy |
|
|||||
|
2022
Q1 | $41K | Sell |
|
|||||
|
2021
Q4 | $33K | Buy |
|