Exencial 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 | $3.4M | Buy |
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|
2025
Q2 | $2.91M | Sell |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $2.97M | Sell |
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|
2024
Q3 | $3.17M | Sell |
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|
2024
Q2 | $3.45M | Sell |
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|
2024
Q1 | $3.71M | Sell |
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|
2023
Q4 | $3.37M | Sell |
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|
2023
Q3 | $4.17M | Sell |
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|
2023
Q2 | $3.95M | Buy |
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|
2023
Q1 | $3.66M | Sell |
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|
2022
Q4 | $4.13M | Sell |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $5.06M | Buy |
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|
2022
Q1 | $4.7M | Sell |
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|
2021
Q4 | $7.18M | Buy |
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|
2021
Q3 | $5.58M | Buy |
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|
2021
Q2 | $6.25M | Buy |
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|
2021
Q1 | $5.2M | Buy |
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|
2020
Q4 | $4.02M | Sell |
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|
2020
Q3 | $6.09M | Buy |
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|
2020
Q2 | $4.05M | Buy |
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