Inspire 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 | $529K | Sell |
14,129
-285
| -2% | -$10.7K | 0.05% | 280 |
|
2025
Q1 | $558K | Sell |
14,414
-794
| -5% | -$30.7K | 0.06% | 231 |
|
2024
Q4 | $543K | Buy |
15,208
+1,107
| +8% | +$39.5K | 0.07% | 228 |
|
2024
Q3 | $521K | Buy |
14,101
+105
| +0.8% | +$3.88K | 0.06% | 239 |
|
2024
Q2 | $533K | Sell |
13,996
-1,243
| -8% | -$47.4K | 0.07% | 191 |
|
2024
Q1 | $562K | Buy |
15,239
+3,220
| +27% | +$119K | 0.08% | 186 |
|
2023
Q4 | $385K | Buy |
12,019
+1,983
| +20% | +$63.5K | 0.06% | 223 |
|
2023
Q3 | $345K | Buy |
10,036
+908
| +10% | +$31.2K | 0.06% | 179 |
|
2023
Q2 | $268K | Buy |
9,128
+1,384
| +18% | +$40.6K | 0.05% | 186 |
|
2023
Q1 | $240K | Buy |
7,744
+1,033
| +15% | +$32.1K | 0.06% | 166 |
|
2022
Q4 | $213K | Buy |
+6,711
| New | +$213K | 0.05% | 150 |
|