Principal Securities’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 | $656K | Buy |
17,513
+5,090
| +41% | +$191K | 0.01% | 752 |
|
|
2025
Q1 | $443K | Hold |
12,423
| – | – | 0.01% | 822 |
|
|
2024
Q4 | $443K | Buy |
12,423
+265
| +2% | +$9.46K | 0.01% | 819 |
|
|
2024
Q3 | $449K | Sell |
12,158
-5,742
| -32% | -$212K | 0.01% | 795 |
|
|
2024
Q2 | $682K | Buy |
17,900
+7,012
| +64% | +$267K | 0.02% | 597 |
|
|
2024
Q1 | $402K | Sell |
10,888
-7,536
| -41% | -$278K | 0.01% | 758 |
|
|
2023
Q4 | $590K | Buy |
+18,424
| New | +$590K | 0.02% | 545 |
|