Global Retirement Partners’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
$152K Buy
+4,069
New +$152K ﹤0.01% 1223
2024
Q4
$130K Buy
3,635
+1,253
+53% +$44.7K ﹤0.01% 1150
2024
Q3
$88K Sell
2,382
-80
-3% -$2.95K ﹤0.01% 1301
2024
Q2
$93.8K Buy
2,462
+727
+42% +$27.7K ﹤0.01% 1233
2024
Q1
$64K Sell
1,735
-62
-3% -$2.29K ﹤0.01% 1293
2023
Q4
$57.5K Buy
1,797
+121
+7% +$3.87K ﹤0.01% 1298
2023
Q3
$53.4K Buy
1,676
+664
+66% +$21.1K ﹤0.01% 1240
2023
Q2
$29.7K Buy
1,012
+19
+2% +$557 ﹤0.01% 1500
2023
Q1
$28.4K Buy
993
+18
+2% +$515 ﹤0.01% 1494
2022
Q4
$30.9K Buy
975
+17
+2% +$539 ﹤0.01% 1289
2022
Q3
$33K Buy
958
+75
+8% +$2.58K ﹤0.01% 1177
2022
Q2
$31K Buy
883
+2
+0.2% +$70 ﹤0.01% 1177
2022
Q1
$34K Buy
+881
New +$34K ﹤0.01% 1151
2021
Q4
Sell
-780
Closed -$16K 1607
2021
Q3
$16K Buy
780
+1
+0.1% +$21 ﹤0.01% 1283
2021
Q2
$19K Buy
779
+1
+0.1% +$24 ﹤0.01% 1204
2021
Q1
$16K Sell
778
-1,292
-62% -$26.6K ﹤0.01% 1172
2020
Q4
$35K Sell
2,070
-507
-20% -$8.57K ﹤0.01% 849
2020
Q3
$32K Sell
2,577
-1,565
-38% -$19.4K ﹤0.01% 770
2020
Q2
$70K Buy
4,142
+200
+5% +$3.38K 0.01% 558
2020
Q1
$62K Buy
3,942
+156
+4% +$2.45K 0.01% 519
2019
Q4
$124K Sell
3,786
-274
-7% -$8.97K 0.02% 446
2019
Q3
$128K Buy
4,060
+344
+9% +$10.8K 0.02% 434
2019
Q2
$116K Sell
3,716
-53
-1% -$1.65K 0.02% 426
2019
Q1
$122K Buy
3,769
+354
+10% +$11.5K 0.03% 370
2018
Q4
$96K Buy
3,415
+671
+24% +$18.9K 0.02% 390
2018
Q3
$106K Buy
2,744
+50
+2% +$1.93K 0.02% 387
2018
Q2
$110K Hold
2,694
0.03% 374
2018
Q1
$93K Buy
2,694
+155
+6% +$5.35K 0.03% 389
2017
Q4
$93K Buy
2,539
+225
+10% +$8.24K 0.03% 376
2017
Q3
$81K Buy
2,314
+208
+10% +$7.28K 0.03% 348
2017
Q2
$61K Sell
2,106
-57
-3% -$1.65K 0.03% 379
2017
Q1
$67K Sell
2,163
-355
-14% -$11K 0.04% 336
2016
Q4
$82K Buy
+2,518
New +$82K 0.06% 273