Johnson Financial Group Inc (Wisconsin)’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-350
| Closed | -$13.3K | – | 1039 |
|
|
2024
Q2 | $13.3K | Buy |
350
+72
| +26% | +$2.74K | ﹤0.01% | 552 |
|
|
2024
Q1 | $10.3K | Sell |
278
-491
| -64% | -$18.1K | ﹤0.01% | 556 |
|
|
2023
Q4 | $24.6K | Buy |
+769
| New | +$24.6K | ﹤0.01% | 521 |
|
|
2020
Q4 | – | Sell |
-60
| Closed | -$1K | – | 524 |
|
|
2020
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 464 |
|
|
2019
Q4 | $2K | Sell |
60
-221
| -79% | -$7.37K | ﹤0.01% | 499 |
|
|
2019
Q3 | $9K | Buy |
281
+182
| +184% | +$5.83K | ﹤0.01% | 453 |
|
|
2019
Q2 | $3K | Hold |
99
| – | – | ﹤0.01% | 516 |
|
|
2019
Q1 | $3K | Buy |
99
+13
| +15% | +$394 | ﹤0.01% | 492 |
|
|
2018
Q4 | $2K | Hold |
86
| – | – | ﹤0.01% | 504 |
|
|
2018
Q3 | $3K | Buy |
86
+26
| +43% | +$907 | ﹤0.01% | 502 |
|
|
2018
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 521 |
|
|
2018
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 532 |
|
|
2017
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 569 |
|
|
2017
Q3 | $2K | Sell |
60
-576
| -91% | -$19.2K | ﹤0.01% | 532 |
|
|
2017
Q2 | $19K | Buy |
+636
| New | +$19K | ﹤0.01% | 439 |
|
|
2015
Q3 | – | Sell |
-380
| Closed | -$10K | – | 849 |
|
|
2015
Q2 | $10K | Hold |
380
| – | – | ﹤0.01% | 681 |
|
|
2015
Q1 | $11K | Hold |
380
| – | – | ﹤0.01% | 678 |
|
|
2014
Q4 | $12K | Hold |
380
| – | – | ﹤0.01% | 633 |
|
|
2014
Q3 | $14K | Hold |
380
| – | – | ﹤0.01% | 583 |
|
|
2014
Q2 | $16K | Sell |
380
-900
| -70% | -$37.9K | ﹤0.01% | 561 |
|
|
2014
Q1 | $45K | Buy |
1,280
+680
| +113% | +$23.9K | 0.01% | 401 |
|
|
2013
Q4 | $21K | Hold |
600
| – | – | 0.01% | 514 |
|
|
2013
Q3 | $21K | Buy |
+600
| New | +$21K | 0.01% | 501 |
|