EverSource Wealth Advisors’s Suncor Energy SU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.9K | Buy |
2,667
+464
| +21% | +$17.4K | ﹤0.01% | 1198 |
|
|
2025
Q1 | $85.3K | Sell |
2,203
-436
| -17% | -$16.9K | ﹤0.01% | 974 |
|
|
2024
Q4 | $94.2K | Sell |
2,639
-132
| -5% | -$4.71K | 0.01% | 926 |
|
|
2024
Q3 | $102K | Sell |
2,771
-83
| -3% | -$3.06K | 0.01% | 781 |
|
|
2024
Q2 | $114K | Buy |
2,854
+124
| +5% | +$4.95K | 0.01% | 748 |
|
|
2024
Q1 | $104K | Buy |
2,730
+377
| +16% | +$14.4K | 0.01% | 684 |
|
|
2023
Q4 | $75.4K | Buy |
2,353
+154
| +7% | +$4.93K | 0.01% | 744 |
|
|
2023
Q3 | $75.6K | Buy |
2,199
+726
| +49% | +$25K | 0.01% | 666 |
|
|
2023
Q2 | $43.2K | Sell |
1,473
-118
| -7% | -$3.46K | ﹤0.01% | 891 |
|
|
2023
Q1 | $49.4K | Sell |
1,591
-286
| -15% | -$8.88K | 0.01% | 796 |
|
|
2022
Q4 | $59.6K | Buy |
1,877
+325
| +21% | +$10.3K | 0.01% | 697 |
|
|
2022
Q3 | $43K | Sell |
1,552
-1,113
| -42% | -$30.8K | 0.01% | 670 |
|
|
2022
Q2 | $93K | Buy |
2,665
+1,410
| +112% | +$49.2K | 0.02% | 391 |
|
|
2022
Q1 | $41K | Sell |
1,255
-75
| -6% | -$2.45K | 0.01% | 502 |
|
|
2021
Q4 | $33K | Buy |
+1,330
| New | +$33K | 0.01% | 513 |
|