Mitchell & Pahl Private Wealth’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 | $912K | Buy |
24,343
+1,000
| +4% | +$37.5K | 0.4% | 88 |
|
|
2025
Q1 | $904K | Sell |
23,343
-747
| -3% | -$28.9K | 0.42% | 83 |
|
|
2024
Q4 | $860K | Buy |
24,090
+1,587
| +7% | +$56.6K | 0.4% | 88 |
|
|
2024
Q3 | $831K | Buy |
22,503
+561
| +3% | +$20.7K | 0.39% | 96 |
|
|
2024
Q2 | $836K | Sell |
21,942
-245
| -1% | -$9.33K | 0.44% | 84 |
|
|
2024
Q1 | $819K | Buy |
22,187
+1,260
| +6% | +$46.5K | 0.43% | 88 |
|
|
2023
Q4 | $670K | Buy |
20,927
+233
| +1% | +$7.47K | 0.38% | 102 |
|
|
2023
Q3 | $711K | Buy |
20,694
+2,553
| +14% | +$87.8K | 0.42% | 88 |
|
|
2023
Q2 | $532K | Buy |
18,141
+1,459
| +9% | +$42.8K | 0.32% | 107 |
|
|
2023
Q1 | $518K | Buy |
16,682
+358
| +2% | +$11.1K | 0.32% | 103 |
|
|
2022
Q4 | $518K | Buy |
16,324
+2,405
| +17% | +$76.3K | 0.34% | 105 |
|
|
2022
Q3 | $392K | Buy |
13,919
+1,412
| +11% | +$39.8K | 0.29% | 114 |
|
|
2022
Q2 | $439K | Buy |
12,507
+1,154
| +10% | +$40.5K | 0.31% | 107 |
|
|
2022
Q1 | $370K | Buy |
11,353
+2,461
| +28% | +$80.2K | 0.24% | 120 |
|
|
2021
Q4 | $223K | Buy |
+8,892
| New | +$223K | 0.14% | 156 |
|