Salem Investment Counselors’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 | $25.7K | Sell |
685
-135
| -16% | -$5.06K | ﹤0.01% | 687 |
|
2025
Q1 | $31.8K | Buy |
820
+405
| +98% | +$15.7K | ﹤0.01% | 648 |
|
2024
Q4 | $14.8K | Hold |
415
| – | – | ﹤0.01% | 779 |
|
2024
Q3 | $15.3K | Hold |
415
| – | – | ﹤0.01% | 784 |
|
2024
Q2 | $15.8K | Hold |
415
| – | – | ﹤0.01% | 761 |
|
2024
Q1 | $15.3K | Hold |
415
| – | – | ﹤0.01% | 762 |
|
2023
Q4 | $13.3K | Hold |
415
| – | – | ﹤0.01% | 759 |
|
2023
Q3 | $14.3K | Sell |
415
-102
| -20% | -$3.51K | ﹤0.01% | 729 |
|
2023
Q2 | $15.2K | Buy |
517
+102
| +25% | +$2.99K | ﹤0.01% | 753 |
|
2023
Q1 | $12.9K | Hold |
415
| – | – | ﹤0.01% | 769 |
|
2022
Q4 | $13.2K | Hold |
415
| – | – | ﹤0.01% | 736 |
|
2022
Q3 | $12K | Hold |
415
| – | – | ﹤0.01% | 727 |
|
2022
Q2 | $15K | Hold |
415
| – | – | ﹤0.01% | 717 |
|
2022
Q1 | $14K | Hold |
415
| – | – | ﹤0.01% | 708 |
|
2021
Q4 | $10K | Sell |
415
-600
| -59% | -$14.5K | ﹤0.01% | 835 |
|
2021
Q3 | $21K | Sell |
1,015
-2
| -0.2% | -$41 | ﹤0.01% | 635 |
|
2021
Q2 | $24K | Buy |
1,017
+602
| +145% | +$14.2K | ﹤0.01% | 589 |
|
2021
Q1 | $9K | Hold |
415
| – | – | ﹤0.01% | 696 |
|
2020
Q4 | $7K | Hold |
415
| – | – | ﹤0.01% | 681 |
|
2020
Q3 | $5K | Hold |
415
| – | – | ﹤0.01% | 614 |
|
2020
Q2 | $7K | Hold |
415
| – | – | ﹤0.01% | 579 |
|
2020
Q1 | $7K | Sell |
415
-490
| -54% | -$8.27K | ﹤0.01% | 553 |
|
2019
Q4 | $30K | Buy |
905
+490
| +118% | +$16.2K | ﹤0.01% | 440 |
|
2019
Q3 | $13K | Hold |
415
| – | – | ﹤0.01% | 514 |
|
2019
Q2 | $13K | Hold |
415
| – | – | ﹤0.01% | 535 |
|
2019
Q1 | $16K | Buy |
+415
| New | +$16K | ﹤0.01% | 385 |
|
2018
Q4 | – | Sell |
-415
| Closed | -$16K | – | 362 |
|
2018
Q3 | $16K | Hold |
415
| – | – | ﹤0.01% | 385 |
|
2018
Q2 | $17K | Hold |
415
| – | – | ﹤0.01% | 394 |
|
2018
Q1 | $14K | Hold |
415
| – | – | ﹤0.01% | 424 |
|
2017
Q4 | $15K | Hold |
415
| – | – | ﹤0.01% | 423 |
|
2017
Q3 | $14K | Sell |
415
-115
| -22% | -$3.88K | ﹤0.01% | 428 |
|
2017
Q2 | $15K | Buy |
530
+115
| +28% | +$3.26K | ﹤0.01% | 433 |
|
2017
Q1 | $13K | Hold |
415
| – | – | ﹤0.01% | 510 |
|
2016
Q4 | $14K | Hold |
415
| – | – | ﹤0.01% | 470 |
|
2016
Q3 | $115 | Buy |
+415
| New | +$115 | ﹤0.01% | 412 |
|