HB 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 | – | Sell |
-15,904
| Closed | -$616K | – | 1266 |
|
|
2025
Q1 | $616K | Buy |
+15,904
| New | +$616K | 0.01% | 684 |
|
|
2024
Q3 | – | Sell |
-5,434
| Closed | -$207K | – | 988 |
|
|
2024
Q2 | $207K | Buy |
+5,434
| New | +$207K | ﹤0.01% | 828 |
|
|
2023
Q1 | – | Sell |
-8,062
| Closed | -$256K | – | 731 |
|
|
2022
Q4 | $256K | Buy |
+8,062
| New | +$256K | ﹤0.01% | 561 |
|