Geneos Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.36K | Sell |
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|
2025
Q2 | $36.9K | Sell |
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|
2025
Q1 | $175K | Buy |
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|
2024
Q4 | $25.9K | Sell |
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|
2024
Q3 | $27.1K | Buy |
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|
2024
Q2 | $7.62K | Hold |
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|
2024
Q1 | $7.38K | Hold |
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|
2023
Q4 | $6.41K | Hold |
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|
2023
Q3 | $6.88K | Hold |
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|
2023
Q2 | $5.86K | Hold |
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|
2023
Q1 | $6.21K | Hold |
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|
2022
Q4 | $6.35K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q3 | $14K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $14K | Sell |
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|
2020
Q4 | $17K | Sell |
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|
2020
Q3 | $11K | Sell |
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|
2020
Q2 | $17K | Sell |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | $49K | Sell |
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|
2019
Q3 | $50K | Hold |
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|
2019
Q2 | $49K | Buy |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $40K | Buy |
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|
2018
Q3 | $56K | Buy |
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|
2018
Q2 | $56K | Sell |
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|
2018
Q1 | $70K | Sell |
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|
2017
Q4 | $106K | Buy |
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|
2017
Q3 | $99K | Buy |
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|
2017
Q2 | $80K | Sell |
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|
2017
Q1 | $87K | Buy |
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|
2016
Q4 | $85K | Buy |
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|
2016
Q3 | $58K | Hold |
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|
2016
Q2 | $59K | Sell |
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|
2016
Q1 | $62K | Buy |
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