Financial Gravity Asset Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-391
| Closed | -$14.4K | – | 2408 |
|
|
2024
Q1 | $14.4K | Buy |
391
+138
| +55% | +$5.1K | ﹤0.01% | 633 |
|
|
2023
Q4 | $8.15K | Buy |
253
+112
| +79% | +$3.61K | ﹤0.01% | 813 |
|
|
2023
Q3 | $4.57K | Buy |
141
+112
| +386% | +$3.63K | ﹤0.01% | 636 |
|
|
2023
Q2 | $7.49K | Sell |
29
-2
| -6% | -$516 | 0.02% | 409 |
|
|
2023
Q1 | $5.29K | Sell |
31
-1
| -3% | -$171 | 0.16% | 141 |
|
|
2022
Q4 | $8.68K | Sell |
32
-444
| -93% | -$120K | 0.05% | 292 |
|
|
2022
Q3 | $4.37K | Sell |
476
-224
| -32% | -$2.05K | 0.15% | 142 |
|
|
2022
Q2 | $4.15K | Buy |
+700
| New | +$4.15K | 0.13% | 172 |
|
|
2021
Q1 | – | Sell |
-44
| Closed | -$1K | – | 925 |
|
|
2020
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 446 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | – | – | 1698 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q2 | $0 | Sell |
6
-3
| -33% | – | ﹤0.01% | 1652 |
|
|
2019
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1543 |
|
|
2018
Q3 | $35K | Sell |
1,042
-124
| -11% | -$4.17K | 0.04% | 404 |
|
|
2018
Q2 | $47K | Buy |
+1,166
| New | +$47K | 0.04% | 346 |
|