Golden State Wealth 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 | $39.6K | Sell |
1,058
-36
| -3% | -$1.35K | ﹤0.01% | 700 |
|
|
2025
Q1 | $42.4K | Hold |
1,094
| – | – | 0.01% | 628 |
|
|
2024
Q4 | $39K | Buy |
+1,094
| New | +$39K | 0.01% | 626 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$9K | – | 800 |
|
|
2020
Q1 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 646 |
|
|
2019
Q4 | – | Sell |
-810
| Closed | -$26K | – | 808 |
|
|
2019
Q3 | $26K | Buy |
810
+293
| +57% | +$9.41K | 0.01% | 569 |
|
|
2019
Q2 | $16K | Sell |
517
-180
| -26% | -$5.57K | 0.01% | 661 |
|
|
2019
Q1 | $23K | Buy |
+697
| New | +$23K | 0.01% | 595 |
|