Pinnacle Wealth Planning Services’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 | – | Sell |
-5,549
| Closed | -$215K | – | 479 |
|
|
2025
Q1 | $215K | Buy |
+5,549
| New | +$215K | 0.03% | 345 |
|
|
2024
Q4 | – | Sell |
-7,695
| Closed | -$284K | – | 545 |
|
|
2024
Q3 | $284K | Hold |
7,695
| – | – | 0.04% | 321 |
|
|
2024
Q2 | $293K | Hold |
7,695
| – | – | 0.04% | 296 |
|
|
2024
Q1 | $284K | Buy |
7,695
+395
| +5% | +$14.6K | 0.04% | 314 |
|
|
2023
Q4 | $234K | Buy |
7,300
+540
| +8% | +$17.3K | 0.04% | 346 |
|
|
2023
Q3 | $232K | Buy |
+6,760
| New | +$232K | 0.04% | 323 |
|
|
2023
Q2 | – | Sell |
-6,769
| Closed | -$210K | – | 505 |
|
|
2023
Q1 | $210K | Sell |
6,769
-128
| -2% | -$3.97K | 0.03% | 378 |
|
|
2022
Q4 | $219K | Buy |
+6,897
| New | +$219K | 0.04% | 339 |
|
|
2022
Q3 | – | Sell |
-6,708
| Closed | -$235K | – | 439 |
|
|
2022
Q2 | $235K | Buy |
6,708
+131
| +2% | +$4.59K | 0.04% | 303 |
|
|
2022
Q1 | $214K | Buy |
+6,577
| New | +$214K | 0.04% | 360 |
|
|
2021
Q1 | – | Sell |
-4,917
| Closed | -$83K | – | 1735 |
|
|
2020
Q4 | $83K | Buy |
+4,917
| New | +$83K | 0.02% | 557 |
|