Institute for 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 | $413K | Sell |
11,026
-275
| -2% | -$10.3K | 0.05% | 352 |
|
|
2025
Q1 | $438K | Hold |
11,301
| – | – | 0.06% | 319 |
|
|
2024
Q4 | $403K | Sell |
11,301
-28
| -0.2% | -$999 | 0.05% | 333 |
|
|
2024
Q3 | $418K | Sell |
11,329
-166
| -1% | -$6.13K | 0.05% | 336 |
|
|
2024
Q2 | $438K | Hold |
11,495
| – | – | 0.06% | 308 |
|
|
2024
Q1 | $424K | Sell |
11,495
-132
| -1% | -$4.87K | 0.05% | 312 |
|
|
2023
Q4 | $373K | Sell |
11,627
-337
| -3% | -$10.8K | 0.06% | 325 |
|
|
2023
Q3 | $411K | Sell |
11,964
-1
| -0% | -$34 | 0.07% | 283 |
|
|
2023
Q2 | $351K | Buy |
11,965
+1,456
| +14% | +$42.7K | 0.06% | 323 |
|
|
2023
Q1 | $326K | Buy |
10,509
+3
| +0% | +$93 | 0.06% | 326 |
|
|
2022
Q4 | $333K | Sell |
10,506
-17
| -0.2% | -$539 | 0.07% | 325 |
|
|
2022
Q3 | $296K | Buy |
10,523
+3
| +0% | +$84 | 0.07% | 340 |
|
|
2022
Q2 | $369K | Buy |
10,520
+1
| +0% | +$35 | 0.07% | 338 |
|
|
2022
Q1 | $343K | Buy |
10,519
+2
| +0% | +$65 | 0.06% | 382 |
|
|
2021
Q4 | $263K | Sell |
10,517
-286
| -3% | -$7.15K | 0.04% | 407 |
|
|
2021
Q3 | $224K | Buy |
10,803
+1
| +0% | +$21 | 0.04% | 437 |
|
|
2021
Q2 | $259K | Sell |
10,802
-11
| -0.1% | -$264 | 0.05% | 410 |
|
|
2021
Q1 | $226K | Sell |
10,813
-2,247
| -17% | -$47K | 0.04% | 413 |
|
|
2020
Q4 | $219K | Buy |
+13,060
| New | +$219K | 0.04% | 406 |
|