OneDigital Investment Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $946K | Sell |
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|
2024
Q4 | $966K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $443K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | $39K | Hold |
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|
2018
Q4 | $34K | Buy |
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|
2018
Q3 | $27K | Sell |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $31K | Sell |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $27K | Buy |
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