Knowledge Leaders Capital’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $708K | Sell |
18,572
-781
| -4% | -$29.8K | 1.68% | 30 |
|
|
2024
Q1 | $714K | Sell |
19,353
-499
| -3% | -$18.4K | 1.25% | 34 |
|
|
2023
Q4 | $636K | Sell |
19,852
-640
| -3% | -$20.5K | 1% | 35 |
|
|
2023
Q3 | $705K | Hold |
20,492
| – | – | 1.04% | 34 |
|
|
2023
Q2 | $601K | Buy |
+20,492
| New | +$601K | 0.69% | 59 |
|
|
2022
Q3 | – | Sell |
-47,346
| Closed | -$1.66M | – | 115 |
|
|
2022
Q2 | $1.66M | Sell |
47,346
-277
| -0.6% | -$9.71K | 1.61% | 4 |
|
|
2022
Q1 | $1.55M | Buy |
+47,623
| New | +$1.55M | 1.11% | 20 |
|
|
2021
Q2 | – | Sell |
-41,888
| Closed | -$875K | – | 141 |
|
|
2021
Q1 | $875K | Buy |
41,888
+2,036
| +5% | +$42.5K | 0.7% | 66 |
|
|
2020
Q4 | $669K | Hold |
39,852
| – | – | 0.58% | 70 |
|
|
2020
Q3 | $487K | Hold |
39,852
| – | – | 0.46% | 78 |
|
|
2020
Q2 | $672K | Buy |
+39,852
| New | +$672K | 0.68% | 51 |
|
|
2018
Q4 | – | Sell |
-119,587
| Closed | -$4.63M | – | 59 |
|
|
2018
Q3 | $4.63M | Buy |
119,587
+9,663
| +9% | +$374K | 3.95% | 11 |
|
|
2018
Q2 | $4.48M | Sell |
109,924
-29,573
| -21% | -$1.2M | 3.36% | 14 |
|
|
2018
Q1 | $4.81M | Sell |
139,497
-3,428
| -2% | -$118K | 4.3% | 17 |
|
|
2017
Q4 | $5.25M | Buy |
142,925
+3,428
| +2% | +$126K | 4.25% | 9 |
|
|
2017
Q3 | $4.89M | Sell |
139,497
-19,033
| -12% | -$668K | 2.38% | 10 |
|
|
2017
Q2 | $4.63M | Buy |
158,530
+1,368
| +0.9% | +$40K | 2.94% | 22 |
|
|
2017
Q1 | $4.82M | Sell |
157,162
-177,503
| -53% | -$5.44M | 3.2% | 23 |
|
|
2016
Q4 | $11M | Buy |
+334,665
| New | +$11M | 3.41% | 5 |
|