Karpas Strategies’s Suncor Energy SU Stock Holding History

Karpas Strategies’s Portfolio SU Stock Details SU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$343K	Hold
2024 Q1	$332K	Hold
2023 Q4	$288K	Hold
2023 Q3	$309K	Hold
2023 Q2	$264K	Hold
2023 Q1	$279K	Hold
2022 Q4	$286K	Hold
2022 Q3	$253K	Hold
2022 Q2	$316K	Hold
2022 Q1	$293K	Hold
2021 Q4	$225K	Hold
2021 Q3	$232K	Hold
2021 Q2	$216K	Sell
2021 Q1	$201K	Buy
2020 Q4	–	Sell
2020 Q3	$132K	Hold
2020 Q2	$182K	Hold
2020 Q1	$171K	Sell
2019 Q4	$374K	Hold
2019 Q3	$360K	Hold
2019 Q2	$355K	Hold
2019 Q1	$370K	Hold
2018 Q4	$319K	Sell
2018 Q3	$457K	Hold
2018 Q2	$480K	Hold
2018 Q1	$408K	Hold
2017 Q4	$433K	Hold
2017 Q3	$413K	Hold
2017 Q2	$345K	Hold
2017 Q1	$363K	Hold
2016 Q4	$386K	Hold
2016 Q3	$328K	Hold
2016 Q2	$327K	Hold
2016 Q1	$328K	Sell
2015 Q4	$310K	Sell
2015 Q3	$326K	Hold
2015 Q2	$336K	Hold
2015 Q1	$357K	Hold
2014 Q4	$388K	Hold
2014 Q3	$441K	Buy
2014 Q2	$469K	Buy
2014 Q1	$315K	Hold
2013 Q4	$315K	Hold
2013 Q3	$322K	Hold
2013 Q2	$265K	Buy