Integrated Wealth Concepts’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 | $1.17M | Buy |
31,127
+11,283
| +57% | +$423K | 0.01% | 842 |
|
|
2025
Q1 | $768K | Buy |
19,844
+12,566
| +173% | +$487K | 0.01% | 948 |
|
|
2024
Q4 | $260K | Sell |
7,278
-104
| -1% | -$3.71K | ﹤0.01% | 1451 |
|
|
2024
Q3 | $273K | Sell |
7,382
-291
| -4% | -$10.7K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $292K | Buy |
+7,673
| New | +$292K | ﹤0.01% | 1333 |
|
|
2023
Q4 | – | Sell |
-12,322
| Closed | -$424K | – | 1665 |
|
|
2023
Q3 | $424K | Buy |
12,322
+2,190
| +22% | +$75.3K | 0.01% | 1048 |
|
|
2023
Q2 | $297K | Buy |
10,132
+192
| +2% | +$5.63K | 0.01% | 1224 |
|
|
2023
Q1 | $309K | Buy |
+9,940
| New | +$309K | 0.01% | 1041 |
|
|
2021
Q1 | – | Sell |
-19,617
| Closed | -$329K | – | 768 |
|
|
2020
Q4 | $329K | Buy |
+19,617
| New | +$329K | 0.02% | 504 |
|