Institutional & Family Asset Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-572
| Closed | -$21.1K | – | 775 |
|
|
2024
Q1 | $21.1K | Hold |
572
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $18.3K | Buy |
572
+5
| +0.9% | +$160 | ﹤0.01% | 323 |
|
|
2023
Q3 | $19.5K | Hold |
567
| – | – | ﹤0.01% | 306 |
|
|
2023
Q2 | $16.6K | Sell |
567
-23
| -4% | -$674 | ﹤0.01% | 329 |
|
|
2023
Q1 | $18.3K | Hold |
590
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $18.7K | Sell |
590
-8
| -1% | -$254 | ﹤0.01% | 310 |
|
|
2022
Q3 | $17K | Hold |
598
| – | – | ﹤0.01% | 330 |
|
|
2022
Q2 | $21K | Hold |
598
| – | – | ﹤0.01% | 308 |
|
|
2022
Q1 | $19K | Sell |
598
-89
| -13% | -$2.83K | ﹤0.01% | 357 |
|
|
2021
Q4 | $17K | Hold |
687
| – | – | ﹤0.01% | 389 |
|
|
2021
Q3 | $14K | Buy |
687
+11
| +2% | +$224 | ﹤0.01% | 505 |
|
|
2021
Q2 | $16K | Hold |
676
| – | – | ﹤0.01% | 509 |
|
|
2021
Q1 | $14K | Hold |
676
| – | – | ﹤0.01% | 526 |
|
|
2020
Q4 | $11K | Sell |
676
-72
| -10% | -$1.17K | ﹤0.01% | 516 |
|
|
2020
Q3 | $9K | Hold |
748
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $13K | Sell |
748
-120
| -14% | -$2.09K | ﹤0.01% | 457 |
|
|
2020
Q1 | $14K | Buy |
868
+260
| +43% | +$4.19K | ﹤0.01% | 414 |
|
|
2019
Q4 | $20K | Hold |
608
| – | – | ﹤0.01% | 431 |
|
|
2019
Q3 | $19K | Buy |
608
+51
| +9% | +$1.59K | ﹤0.01% | 412 |
|
|
2019
Q2 | $17K | Hold |
557
| – | – | ﹤0.01% | 437 |
|
|
2019
Q1 | $18K | Hold |
557
| – | – | ﹤0.01% | 440 |
|
|
2018
Q4 | $16K | Buy |
557
+10
| +2% | +$287 | ﹤0.01% | 428 |
|
|
2018
Q3 | $21K | Sell |
547
-70
| -11% | -$2.69K | ﹤0.01% | 434 |
|
|
2018
Q2 | $25K | Buy |
617
+59
| +11% | +$2.39K | 0.01% | 416 |
|
|
2018
Q1 | $19K | Buy |
+558
| New | +$19K | ﹤0.01% | 422 |
|