Gladstone Institutional Advisory’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,677
| Closed | -$203K | – | 754 |
|
|
2024
Q4 | $203K | Buy |
5,677
+38
| +0.7% | +$1.36K | 0.01% | 670 |
|
|
2024
Q3 | $208K | Buy |
5,639
+167
| +3% | +$6.17K | 0.01% | 651 |
|
|
2024
Q2 | $208K | Sell |
5,472
-992
| -15% | -$37.8K | 0.01% | 619 |
|
|
2024
Q1 | $239K | Buy |
+6,464
| New | +$239K | 0.01% | 577 |
|
|
2023
Q1 | – | Sell |
-6,442
| Closed | -$204K | – | 709 |
|
|
2022
Q4 | $204K | Sell |
6,442
-1,066
| -14% | -$33.8K | 0.01% | 596 |
|
|
2022
Q3 | $211K | Sell |
7,508
-1,096
| -13% | -$30.8K | 0.02% | 572 |
|
|
2022
Q2 | $302K | Sell |
8,604
-1,151
| -12% | -$40.4K | 0.02% | 506 |
|
|
2022
Q1 | $318K | Buy |
9,755
+842
| +9% | +$27.4K | 0.02% | 533 |
|
|
2021
Q4 | $223K | Buy |
+8,913
| New | +$223K | 0.02% | 540 |
|