Schechter Investment Advisors’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
Q1 | $629K | Sell |
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|
2024
Q4 | $865K | Sell |
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|
2024
Q3 | $963K | Buy |
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|
2024
Q2 | $972K | Buy |
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|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $867K | Buy |
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|
2023
Q2 | $727K | Buy |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $777K | Sell |
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|
2022
Q3 | $696K | Buy |
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|
2022
Q2 | $855K | Buy |
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|
2022
Q1 | $785K | Buy |
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|
2021
Q4 | $552K | Buy |
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