Farther Finance Advisors’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 | $157K | Sell |
4,191
-860
| -17% | -$32.2K | ﹤0.01% | 1514 |
|
|
2025
Q1 | $197K | Sell |
5,051
-1,241
| -20% | -$48.5K | 0.01% | 1229 |
|
|
2024
Q4 | $224K | Buy |
6,292
+1,524
| +32% | +$54.4K | 0.01% | 936 |
|
|
2024
Q3 | $176K | Buy |
4,768
+100
| +2% | +$3.69K | 0.01% | 1037 |
|
|
2024
Q2 | $178K | Buy |
4,668
+3,181
| +214% | +$122K | 0.01% | 890 |
|
|
2024
Q1 | $55.5K | Buy |
1,487
+273
| +22% | +$10.2K | ﹤0.01% | 1150 |
|
|
2023
Q4 | $38.9K | Buy |
1,214
+801
| +194% | +$25.7K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $14.2K | Buy |
413
+236
| +133% | +$8.12K | ﹤0.01% | 1186 |
|
|
2023
Q2 | $5.19K | Hold |
177
| – | – | ﹤0.01% | 1417 |
|
|
2023
Q1 | $5.5K | Hold |
177
| – | – | ﹤0.01% | 1316 |
|
|
2022
Q4 | $5.62K | Buy |
+177
| New | +$5.62K | ﹤0.01% | 1127 |
|