Kestra Advisory Services’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 | $405K | Sell |
10,806
-931
| -8% | -$34.9K | ﹤0.01% | 2109 |
|
|
2025
Q1 | $454K | Buy |
11,737
+858
| +8% | +$33.2K | ﹤0.01% | 1870 |
|
|
2024
Q4 | $388K | Sell |
10,879
-1,194
| -10% | -$42.6K | ﹤0.01% | 2037 |
|
|
2024
Q3 | $446K | Sell |
12,073
-2,923
| -19% | -$108K | ﹤0.01% | 1833 |
|
|
2024
Q2 | $521K | Buy |
14,996
+5,493
| +58% | +$191K | ﹤0.01% | 1747 |
|
|
2024
Q1 | $351K | Sell |
9,503
-3,084
| -25% | -$114K | ﹤0.01% | 1896 |
|
|
2023
Q4 | $403K | Buy |
12,587
+2,428
| +24% | +$77.8K | ﹤0.01% | 1653 |
|
|
2023
Q3 | $349K | Sell |
10,159
-1,698
| -14% | -$58.4K | ﹤0.01% | 1570 |
|
|
2023
Q2 | $348K | Sell |
11,857
-1,506
| -11% | -$44.2K | ﹤0.01% | 1514 |
|
|
2023
Q1 | $415K | Sell |
13,363
-105
| -0.8% | -$3.26K | ﹤0.01% | 1377 |
|
|
2022
Q4 | $427K | Sell |
13,468
-5,200
| -28% | -$165K | ﹤0.01% | 1503 |
|
|
2022
Q3 | $526K | Buy |
18,668
+8,598
| +85% | +$242K | 0.01% | 1285 |
|
|
2022
Q2 | $353K | Buy |
10,070
+1,528
| +18% | +$53.6K | ﹤0.01% | 1524 |
|
|
2022
Q1 | $278K | Sell |
8,542
-279
| -3% | -$9.08K | ﹤0.01% | 1638 |
|
|
2021
Q4 | $221K | Buy |
+8,821
| New | +$221K | ﹤0.01% | 1819 |
|