Next Financial Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $38K | Sell |
1,538
-37
| -2% | -$914 | ﹤0.01% | 1601 |
|
|
2021
Q3 | $33K | Sell |
1,575
-1,655
| -51% | -$34.7K | ﹤0.01% | 1600 |
|
|
2021
Q2 | $77K | Buy |
3,230
+2,973
| +1,157% | +$70.9K | 0.01% | 1227 |
|
|
2021
Q1 | $5K | Buy |
257
+43
| +20% | +$837 | ﹤0.01% | 2121 |
|
|
2020
Q4 | $4K | Buy |
214
+116
| +118% | +$2.17K | ﹤0.01% | 2053 |
|
|
2020
Q3 | $1K | Buy |
+98
| New | +$1K | ﹤0.01% | 2141 |
|
|
2020
Q2 | – | Sell |
-176
| Closed | -$3K | – | 1752 |
|
|
2020
Q1 | $3K | Hold |
176
| – | – | ﹤0.01% | 1864 |
|
|
2019
Q4 | $6K | Sell |
176
-91
| -34% | -$3.1K | ﹤0.01% | 1931 |
|
|
2019
Q3 | $8K | Buy |
267
+100
| +60% | +$3K | ﹤0.01% | 1784 |
|
|
2019
Q2 | $5K | Buy |
+167
| New | +$5K | ﹤0.01% | 1906 |
|
|
2019
Q1 | – | Sell |
-167
| Closed | -$5K | – | 2089 |
|
|
2018
Q4 | $5K | Buy |
167
+98
| +142% | +$2.93K | ﹤0.01% | 1558 |
|
|
2018
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1269 |
|
|
2017
Q4 | – | Sell |
-69
| Closed | -$2K | – | 1273 |
|
|
2017
Q3 | $2K | Sell |
69
-360
| -84% | -$10.4K | ﹤0.01% | 1623 |
|
|
2017
Q2 | $13K | Hold |
429
| – | – | ﹤0.01% | 1244 |
|
|
2017
Q1 | $13K | Sell |
429
-855
| -67% | -$25.9K | ﹤0.01% | 1189 |
|
|
2016
Q4 | $42K | Buy |
1,284
+35
| +3% | +$1.15K | 0.01% | 1040 |
|
|
2016
Q3 | $35K | Buy |
1,249
+889
| +247% | +$24.9K | 0.01% | 1103 |
|
|
2016
Q2 | $9K | Buy |
+360
| New | +$9K | ﹤0.01% | 1241 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$10K | – | 1938 |
|
|
2015
Q3 | $10K | Sell |
400
-100
| -20% | -$2.5K | ﹤0.01% | 1214 |
|
|
2015
Q2 | $13K | Sell |
500
-325
| -39% | -$8.45K | ﹤0.01% | 1176 |
|
|
2015
Q1 | $24K | Sell |
825
-400
| -33% | -$11.6K | 0.01% | 927 |
|
|
2014
Q4 | $39K | Sell |
1,225
-1,175
| -49% | -$37.4K | 0.01% | 741 |
|
|
2014
Q3 | $87K | Buy |
+2,400
| New | +$87K | 0.02% | 705 |
|