Provenance Wealth 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 | $128K | Sell |
3,420
-20
| -0.6% | -$749 | 0.02% | 147 |
|
|
2025
Q1 | $133K | Sell |
3,440
-2,155
| -39% | -$83.4K | 0.02% | 157 |
|
|
2024
Q4 | $200K | Sell |
5,595
-9,799
| -64% | -$350K | 0.03% | 150 |
|
|
2024
Q3 | $568K | Buy |
15,394
+200
| +1% | +$7.38K | 0.07% | 91 |
|
|
2024
Q2 | $579K | Sell |
15,194
-150
| -1% | -$5.72K | 0.08% | 77 |
|
|
2024
Q1 | $566K | Buy |
15,344
+600
| +4% | +$22.1K | 0.08% | 82 |
|
|
2023
Q4 | $472K | Buy |
14,744
+1,895
| +15% | +$60.7K | 0.06% | 86 |
|
|
2023
Q3 | $442K | Buy |
+12,849
| New | +$442K | 0.07% | 79 |
|