Frank Rimerman 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 | $740K | Buy |
+19,757
| New | +$740K | 0.05% | 271 |
|
|
2024
Q4 | – | Sell |
-35,554
| Closed | -$1.31M | – | 559 |
|
|
2024
Q3 | $1.31M | Buy |
35,554
+1,021
| +3% | +$37.7K | 0.09% | 175 |
|
|
2024
Q2 | $1.32M | Buy |
+34,533
| New | +$1.32M | 0.09% | 170 |
|
|
2023
Q3 | – | Sell |
-7,924
| Closed | -$232K | – | 110 |
|
|
2023
Q2 | $232K | Sell |
7,924
-53
| -0.7% | -$1.55K | 0.06% | 98 |
|
|
2023
Q1 | $248K | Sell |
7,977
-51
| -0.6% | -$1.58K | 0.07% | 92 |
|
|
2022
Q4 | $255K | Sell |
8,028
-47
| -0.6% | -$1.49K | 0.08% | 81 |
|
|
2022
Q3 | $227K | Buy |
8,075
+306
| +4% | +$8.61K | 0.08% | 80 |
|
|
2022
Q2 | $272K | Buy |
+7,769
| New | +$272K | 0.1% | 71 |
|