Northern Financial 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 | $274K | Hold |
7,308
| – | – | 0.21% | 94 |
|
|
2025
Q1 | $283K | Hold |
7,308
| – | – | 0.23% | 90 |
|
|
2024
Q4 | $261K | Hold |
7,308
| – | – | 0.21% | 98 |
|
|
2024
Q3 | $270K | Hold |
7,308
| – | – | 0.2% | 96 |
|
|
2024
Q2 | $278K | Hold |
7,308
| – | – | 0.22% | 95 |
|
|
2024
Q1 | $270K | Hold |
7,308
| – | – | 0.21% | 102 |
|
|
2023
Q4 | $234K | Sell |
7,308
-121
| -2% | -$3.88K | 0.2% | 108 |
|
|
2023
Q3 | $255K | Sell |
7,429
-2,204
| -23% | -$75.8K | 0.23% | 102 |
|
|
2023
Q2 | $282K | Hold |
9,633
| – | – | 0.25% | 95 |
|
|
2023
Q1 | $299K | Sell |
9,633
-1,480
| -13% | -$46K | 0.28% | 91 |
|
|
2022
Q4 | $353K | Buy |
+11,113
| New | +$353K | 0.4% | 68 |
|