Kestra Private Wealth 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 | $642K | Sell |
17,134
-407
| -2% | -$15.2K | 0.01% | 923 |
|
|
2025
Q1 | $679K | Sell |
17,541
-4,962
| -22% | -$192K | 0.01% | 828 |
|
|
2024
Q4 | $803K | Buy |
22,503
+7,088
| +46% | +$253K | 0.01% | 729 |
|
|
2024
Q3 | $569K | Sell |
15,415
-7,158
| -32% | -$264K | 0.01% | 825 |
|
|
2024
Q2 | $860K | Buy |
22,573
+2,218
| +11% | +$84.5K | 0.02% | 625 |
|
|
2024
Q1 | $751K | Sell |
20,355
-4,757
| -19% | -$176K | 0.02% | 641 |
|
|
2023
Q4 | $805K | Buy |
25,112
+307
| +1% | +$9.84K | 0.02% | 581 |
|
|
2023
Q3 | $853K | Buy |
24,805
+8,781
| +55% | +$302K | 0.03% | 509 |
|
|
2023
Q2 | $470K | Buy |
16,024
+2,848
| +22% | +$83.5K | 0.02% | 660 |
|
|
2023
Q1 | $409K | Buy |
13,176
+1,919
| +17% | +$59.6K | 0.02% | 658 |
|
|
2022
Q4 | $357K | Buy |
+11,257
| New | +$357K | 0.02% | 618 |
|
|
2021
Q3 | – | Sell |
-37,613
| Closed | -$902K | – | 969 |
|
|
2021
Q2 | $902K | Sell |
37,613
-804
| -2% | -$19.3K | 0.05% | 356 |
|
|
2021
Q1 | $803K | Buy |
+38,417
| New | +$803K | 0.06% | 343 |
|