Lido Advisors’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 | $275K | Buy |
7,334
+465
| +7% | +$17.4K | ﹤0.01% | 1239 |
|
|
2025
Q1 | $266K | Sell |
6,869
-9
| -0.1% | -$348 | ﹤0.01% | 1166 |
|
|
2024
Q4 | $245K | Sell |
6,878
-3,505
| -34% | -$125K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $383K | Sell |
10,383
-5,771
| -36% | -$213K | ﹤0.01% | 943 |
|
|
2024
Q2 | $615K | Buy |
+16,154
| New | +$615K | ﹤0.01% | 778 |
|
|
2023
Q4 | – | Sell |
-6,249
| Closed | -$215K | – | 1234 |
|
|
2023
Q3 | $215K | Buy |
+6,249
| New | +$215K | ﹤0.01% | 947 |
|
|
2023
Q1 | – | Sell |
-8,181
| Closed | -$260K | – | 1052 |
|
|
2022
Q4 | $260K | Buy |
8,181
+412
| +5% | +$13.1K | ﹤0.01% | 744 |
|
|
2022
Q3 | $218K | Buy |
7,769
+78
| +1% | +$2.19K | ﹤0.01% | 757 |
|
|
2022
Q2 | $269K | Hold |
7,691
| – | – | ﹤0.01% | 689 |
|
|
2022
Q1 | $250K | Sell |
7,691
-6,504
| -46% | -$211K | ﹤0.01% | 777 |
|
|
2021
Q4 | $355K | Sell |
14,195
-799
| -5% | -$20K | ﹤0.01% | 648 |
|
|
2021
Q3 | $310K | Buy |
14,994
+14
| +0.1% | +$289 | ﹤0.01% | 648 |
|
|
2021
Q2 | $359K | Buy |
14,980
+100
| +0.7% | +$2.4K | 0.01% | 554 |
|
|
2021
Q1 | $311K | Sell |
14,880
-32
| -0.2% | -$669 | 0.01% | 569 |
|
|
2020
Q4 | $250K | Buy |
+14,912
| New | +$250K | 0.01% | 603 |
|