Kestra Private Wealth Services’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $692K | Sell |
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|
2025
Q2 | $642K | Sell |
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|
2025
Q1 | $679K | Sell |
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|
2024
Q4 | $803K | Buy |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $860K | Buy |
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|
2024
Q1 | $751K | Sell |
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|
2023
Q4 | $805K | Buy |
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|
2023
Q3 | $853K | Buy |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $902K | Sell |
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|
2021
Q1 | $803K | Buy |
|