JWA
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JFS Wealth Advisors’s Suncor Energy SU Stock Holding History

JFS Wealth Advisors’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$274K Sell
7,309
-73
-1% -$2.73K 0.02% 272
2025
Q1 		$286K Sell
7,382
-39
-0.5% -$1.51K 0.02% 265
2024
Q4 		$265K Buy
7,421
+39
+0.5% +$1.39K 0.02% 265
2024
Q3 		$273K Hold
7,382
– – 0.02% 256
2024
Q2 		$281K Hold
7,382
– – 0.02% 204
2024
Q1 		$272K Buy
7,382
+17
+0.2% +$627 0.02% 210
2023
Q4 		$236K Buy
7,365
+56
+0.8% +$1.79K 0.02% 215
2023
Q3 		$251K Hold
7,309
– – 0.02% 196
2023
Q2 		$214K Hold
7,309
– – 0.02% 210
2023
Q1 		$227K Hold
7,309
– – 0.02% 204
2022
Q4 		$232K Buy
7,309
+529
+8% +$16.8K 0.02% 204
2022
Q3 		$191K Buy
6,780
+74
+1% +$2.09K 0.02% 215
2022
Q2 		$235K Buy
6,706
+123
+2% +$4.31K 0.02% 195
2022
Q1 		$215K Buy
6,583
+490
+8% +$16K 0.02% 221
2021
Q4 		$153K Buy
6,093
+93
+2% +$2.34K 0.01% 254
2021
Q3 		$124K Hold
6,000
– – 0.01% 276
2021
Q2 		$144K Hold
6,000
– – 0.02% 193
2021
Q1 		$125K Hold
6,000
– – 0.03% 176
2020
Q4 		$101K Hold
6,000
– – 0.02% 193
2020
Q3 		$73K Hold
6,000
– – 0.02% 200
2020
Q2 		$101K Hold
6,000
– – 0.03% 179
2020
Q1 		$95K Hold
6,000
– – 0.03% 174
2019
Q4 		$197K Hold
6,000
– – 0.05% 140
2019
Q3 		$189K Hold
6,000
– – 0.05% 146
2019
Q2 		$187K Hold
6,000
– – 0.05% 143
2019
Q1 		$195K Hold
6,000
– – 0.05% 135
2018
Q4 		$168K Hold
6,000
– – 0.05% 143
2018
Q3 		$232K Hold
6,000
– – 0.06% 135
2018
Q2 		$244K Hold
6,000
– – 0.06% 125
2018
Q1 		$207K Hold
6,000
– – 0.05% 137
2017
Q4 		$220K Hold
6,000
– – 0.05% 132
2017
Q3 		$210K Hold
6,000
– – 0.05% 123
2017
Q2 		$175K Hold
6,000
– – 0.05% 130
2017
Q1 		$196K Hold
6,000
– – 0.05% 127
2016
Q4 		$196K Hold
6,000
– – 0.05% 127
2016
Q3 		$167K Hold
6,000
– – 0.05% 140
2016
Q2 		$166K Hold
6,000
– – 0.05% 169
2016
Q1 		$167K Hold
6,000
– – 0.05% 145
2015
Q4 		$155K Hold
6,000
– – 0.04% 153
2015
Q3 		$160K Hold
6,000
– – 0.07% 124
2015
Q2 		$165K Hold
6,000
– – 0.08% 104
2015
Q1 		$176K Hold
6,000
– – 0.08% 96
2014
Q4 		$191K Hold
6,000
– – 0.03% 92
2014
Q3 		$217K Hold
6,000
– – 0.04% 73
2014
Q2 		$256K Hold
6,000
– – 0.05% 68
2014
Q1 		$210K Sell
6,000
-250
-4% -$8.74K 0.12% 104
2013
Q4 		$219K Buy
6,250
+120
+2% +$4.21K 0.1% 119
2013
Q3 		$219K Buy
+6,130
New +$219K 0.1% 114