Institute for Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Sell |
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|
2025
Q2 | $413K | Sell |
|
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|
2025
Q1 | $438K | Hold |
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|
2024
Q4 | $403K | Sell |
|
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|
2024
Q3 | $418K | Sell |
|
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|
2024
Q2 | $438K | Hold |
|
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|
2024
Q1 | $424K | Sell |
|
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|
2023
Q4 | $373K | Sell |
|
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $351K | Buy |
|
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|
2023
Q1 | $326K | Buy |
|
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|
2022
Q4 | $333K | Sell |
|
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $343K | Buy |
|
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $219K | Buy |
|