First Foundation 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 | $15.9M | Sell |
424,370
-29,692
| -7% | -$1.11M | 0.59% | 37 |
|
|
2025
Q1 | $17.6M | Sell |
454,062
-51,665
| -10% | -$2M | 0.72% | 32 |
|
|
2024
Q4 | $18M | Sell |
505,727
-24,969
| -5% | -$891K | 0.68% | 32 |
|
|
2024
Q3 | $19.6M | Sell |
530,696
-39,858
| -7% | -$1.47M | 0.74% | 30 |
|
|
2024
Q2 | $21.7M | Sell |
570,554
-30,073
| -5% | -$1.15M | 0.83% | 30 |
|
|
2024
Q1 | $22.2M | Sell |
600,627
-33,851
| -5% | -$1.25M | 0.89% | 27 |
|
|
2023
Q4 | $20.3M | Sell |
634,478
-163,878
| -21% | -$5.25M | 0.93% | 26 |
|
|
2023
Q3 | $27.4M | Sell |
798,356
-58,277
| -7% | -$2M | 1.28% | 16 |
|
|
2023
Q2 | $25.1M | Buy |
856,633
+21,346
| +3% | +$626K | 1.09% | 17 |
|
|
2023
Q1 | $25.9M | Buy |
835,287
+343,609
| +70% | +$10.7M | 1.19% | 17 |
|
|
2022
Q4 | $15.6M | Buy |
+491,678
| New | +$15.6M | 0.75% | 36 |
|
|
2013
Q3 | – | Sell |
-184,246
| Closed | -$5.43M | – | 178 |
|
|
2013
Q2 | $5.43M | Buy |
+184,246
| New | +$5.43M | 1.06% | 34 |
|