Orion Portfolio Solutions’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.54M | Sell |
65,558
-14,354
| -18% | -$556K | 0.02% | 593 |
|
|
2024
Q4 | $2.85M | Sell |
79,912
-9,055
| -10% | -$323K | 0.03% | 536 |
|
|
2024
Q3 | $3.28M | Buy |
88,967
+24,713
| +38% | +$912K | 0.03% | 463 |
|
|
2024
Q2 | $2.45M | Sell |
64,254
-14,504
| -18% | -$553K | 0.03% | 560 |
|
|
2024
Q1 | $2.91M | Sell |
78,758
-83,953
| -52% | -$3.1M | 0.03% | 494 |
|
|
2023
Q4 | $5.38M | Sell |
162,711
-30,355
| -16% | -$1M | 0.06% | 295 |
|
|
2023
Q3 | $6.64M | Sell |
193,066
-4,614
| -2% | -$159K | 0.08% | 233 |
|
|
2023
Q2 | $5.8M | Sell |
197,680
-2,095
| -1% | -$61.4K | 0.06% | 295 |
|
|
2023
Q1 | $6.2M | Buy |
+199,775
| New | +$6.2M | 0.08% | 232 |
|
|
2020
Q2 | – | Sell |
-187
| Closed | -$3K | – | 2450 |
|
|
2020
Q1 | $3K | Sell |
187
-236
| -56% | -$3.79K | ﹤0.01% | 1494 |
|
|
2019
Q4 | $14K | Buy |
+423
| New | +$14K | ﹤0.01% | 894 |
|