Ritholtz Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.48M | Sell |
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|
2025
Q2 | $3.16M | Buy |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $4.26M | Buy |
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|
2024
Q2 | $4.19M | Buy |
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|
2024
Q1 | $3.87M | Buy |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $2.14M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $544K | Buy |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $476K | Sell |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $252K | Buy |
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