Financial Perspectives’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 | $19.6K | Hold |
524
| – | – | 0.01% | 420 |
|
|
2025
Q1 | $20.3K | Hold |
524
| – | – | 0.01% | 411 |
|
|
2024
Q4 | $18.7K | Hold |
524
| – | – | 0.01% | 417 |
|
|
2024
Q3 | $19.3K | Hold |
524
| – | – | 0.01% | 394 |
|
|
2024
Q2 | $20K | Hold |
524
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $19.3K | Hold |
524
| – | – | 0.01% | 389 |
|
|
2023
Q4 | $16.8K | Hold |
524
| – | – | 0.01% | 401 |
|
|
2023
Q3 | $18K | Hold |
524
| – | – | 0.01% | 371 |
|
|
2023
Q2 | $15.4K | Hold |
524
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $16.3K | Hold |
524
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $16.6K | Hold |
524
| – | – | 0.01% | 382 |
|
|
2022
Q3 | $14.8K | Hold |
524
| – | – | 0.01% | 389 |
|
|
2022
Q2 | $18.4K | Hold |
524
| – | – | 0.01% | 362 |
|
|
2022
Q1 | $17.1K | Hold |
524
| – | – | 0.01% | 394 |
|
|
2021
Q4 | $13.1K | Buy |
+524
| New | +$13.1K | 0.01% | 413 |
|
|
2021
Q3 | – | Sell |
-524
| Closed | -$12.6K | – | 663 |
|
|
2021
Q2 | $12.6K | Sell |
524
-10,428
| -95% | -$250K | 0.01% | 444 |
|
|
2021
Q1 | $524K | Buy |
10,952
+10,428
| +1,990% | +$499K | 0.03% | 280 |
|
|
2020
Q4 | $8.79K | Hold |
524
| – | – | 0.01% | 419 |
|
|
2020
Q3 | $6.41K | Hold |
524
| – | – | ﹤0.01% | 401 |
|
|
2020
Q2 | $8.84K | Hold |
524
| – | – | 0.01% | 362 |
|
|
2020
Q1 | $8.28K | Hold |
524
| – | – | 0.01% | 342 |
|
|
2019
Q4 | $17.2K | Buy |
+524
| New | +$17.2K | 0.01% | 278 |
|