Focus Partners Wealth’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 | $29.4M | Sell |
784,847
-12,120
| -2% | -$454K | 0.06% | 277 |
|
|
2025
Q1 | $30.9M | Buy |
796,967
+10,458
| +1% | +$405K | 0.08% | 245 |
|
|
2024
Q4 | $28.1M | Sell |
786,509
-39,715
| -5% | -$1.42M | 0.07% | 250 |
|
|
2024
Q3 | $30.6M | Sell |
826,224
-734,410
| -47% | -$27.2M | 0.1% | 203 |
|
|
2024
Q2 | $59.5M | Buy |
1,560,634
+704,702
| +82% | +$26.8M | 0.2% | 117 |
|
|
2024
Q1 | $31.6M | Buy |
855,932
+68,186
| +9% | +$2.52M | 0.26% | 101 |
|
|
2023
Q4 | $25.2M | Buy |
+787,746
| New | +$25.2M | 0.33% | 82 |
|