OneDigital Investment 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 | $264K | Sell |
7,059
-17,372
| -71% | -$651K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $946K | Sell |
24,431
-2,652
| -10% | -$103K | 0.01% | 623 |
|
|
2024
Q4 | $966K | Sell |
27,083
-528
| -2% | -$18.8K | 0.01% | 649 |
|
|
2024
Q3 | $1.02M | Buy |
27,611
+15,991
| +138% | +$590K | 0.01% | 645 |
|
|
2024
Q2 | $443K | Buy |
+11,620
| New | +$443K | 0.01% | 955 |
|
|
2019
Q3 | – | Sell |
-1,600
| Closed | -$50K | – | 1036 |
|
|
2019
Q2 | $50K | Buy |
1,600
+400
| +33% | +$12.5K | ﹤0.01% | 568 |
|
|
2019
Q1 | $39K | Hold |
1,200
| – | – | 0.01% | 543 |
|
|
2018
Q4 | $34K | Buy |
1,200
+500
| +71% | +$14.2K | 0.01% | 541 |
|
|
2018
Q3 | $27K | Sell |
700
-150
| -18% | -$5.79K | 0.01% | 570 |
|
|
2018
Q2 | $35K | Hold |
850
| – | – | 0.01% | 610 |
|
|
2018
Q1 | $29K | Hold |
850
| – | – | 0.01% | 675 |
|
|
2017
Q4 | $31K | Sell |
850
-85
| -9% | -$3.1K | ﹤0.01% | 649 |
|
|
2017
Q3 | $33K | Hold |
935
| – | – | 0.01% | 488 |
|
|
2017
Q2 | $27K | Buy |
+935
| New | +$27K | 0.01% | 648 |
|