Forum Financial Management’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 | $360K | Hold |
9,618
| – | – | 0.01% | 561 |
|
|
2025
Q1 | $372K | Hold |
9,618
| – | – | 0.01% | 481 |
|
|
2024
Q4 | $343K | Buy |
9,618
+4,026
| +72% | +$144K | 0.01% | 537 |
|
|
2024
Q3 | $206K | Hold |
5,592
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $213K | Sell |
5,592
-5
| -0.1% | -$191 | ﹤0.01% | 650 |
|
|
2024
Q1 | $207K | Buy |
+5,597
| New | +$207K | ﹤0.01% | 690 |
|
|
2023
Q1 | – | Sell |
-7,276
| Closed | -$231K | – | 639 |
|
|
2022
Q4 | $231K | Buy |
7,276
+3
| +0% | +$95 | 0.01% | 490 |
|
|
2022
Q3 | $205K | Hold |
7,273
| – | – | 0.01% | 491 |
|
|
2022
Q2 | $255K | Hold |
7,273
| – | – | 0.01% | 419 |
|
|
2022
Q1 | $237K | Buy |
+7,273
| New | +$237K | 0.01% | 494 |
|