HHM Wealth Advisors’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 | $31.8K | Hold |
848
| – | – | ﹤0.01% | 441 |
|
|
2025
Q1 | $32.8K | Hold |
848
| – | – | ﹤0.01% | 427 |
|
|
2024
Q4 | $30.3K | Buy |
848
+325
| +62% | +$11.6K | ﹤0.01% | 433 |
|
|
2024
Q3 | $19.3K | Hold |
523
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $19.9K | Hold |
523
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $19.3K | Hold |
523
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $16.8K | Hold |
523
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $18K | Hold |
523
| – | – | ﹤0.01% | 417 |
|
|
2023
Q2 | $15.3K | Hold |
523
| – | – | ﹤0.01% | 454 |
|
|
2023
Q1 | $16.2K | Buy |
+523
| New | +$16.2K | ﹤0.01% | 446 |
|
|
2022
Q3 | – | Sell |
-262
| Closed | -$9K | – | 797 |
|
|
2022
Q2 | $9K | Buy |
+262
| New | +$9K | ﹤0.01% | 561 |
|