Laurel Wealth Advisors (California)’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $230K | Buy |
+7,248
| New | +$230K | 0.02% | 591 |
|
|
2022
Q3 | – | Sell |
-10,196
| Closed | -$358K | – | 672 |
|
|
2022
Q2 | $358K | Sell |
10,196
-671
| -6% | -$23.6K | 0.04% | 445 |
|
|
2022
Q1 | $354K | Buy |
10,867
+101
| +0.9% | +$3.29K | 0.03% | 529 |
|
|
2021
Q4 | $270K | Buy |
+10,766
| New | +$270K | 0.02% | 653 |
|
|
2020
Q1 | – | Sell |
-6,614
| Closed | -$217K | – | 418 |
|
|
2019
Q4 | $217K | Sell |
6,614
-145
| -2% | -$4.76K | 0.04% | 413 |
|
|
2019
Q3 | $213K | Buy |
6,759
+62
| +0.9% | +$1.95K | 0.04% | 419 |
|
|
2019
Q2 | $209K | Hold |
6,697
| – | – | 0.05% | 371 |
|
|
2019
Q1 | $217K | Buy |
+6,697
| New | +$217K | 0.05% | 343 |
|
|
2018
Q4 | – | Sell |
-6,872
| Closed | -$265K | – | 397 |
|
|
2018
Q3 | $265K | Sell |
6,872
-75
| -1% | -$2.89K | 0.07% | 302 |
|
|
2018
Q2 | $282K | Sell |
6,947
-39
| -0.6% | -$1.58K | 0.08% | 274 |
|
|
2018
Q1 | $241K | Buy |
6,986
+7
| +0.1% | +$241 | 0.07% | 285 |
|
|
2017
Q4 | $256K | Hold |
6,979
| – | – | 0.07% | 282 |
|
|
2017
Q3 | $244K | Buy |
6,979
+13
| +0.2% | +$455 | 0.08% | 254 |
|
|
2017
Q2 | $203K | Sell |
6,966
-16
| -0.2% | -$466 | 0.07% | 276 |
|
|
2017
Q1 | $214K | Sell |
6,982
-222
| -3% | -$6.8K | 0.08% | 241 |
|
|
2016
Q4 | $235K | Sell |
7,204
-370
| -5% | -$12.1K | 0.1% | 206 |
|
|
2016
Q3 | $210K | Sell |
7,574
-155
| -2% | -$4.3K | 0.1% | 229 |
|
|
2016
Q2 | $214K | Sell |
7,729
-1,374
| -15% | -$38K | 0.1% | 216 |
|
|
2016
Q1 | $253K | Buy |
+9,103
| New | +$253K | 0.13% | 197 |
|