Schechter Investment 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
Q1 | $629K | Sell |
16,257
-7,988
| -33% | -$309K | 0.05% | 318 |
|
|
2024
Q4 | $865K | Sell |
24,245
-1,828
| -7% | -$65.2K | 0.07% | 270 |
|
|
2024
Q3 | $963K | Buy |
26,073
+567
| +2% | +$20.9K | 0.07% | 256 |
|
|
2024
Q2 | $972K | Buy |
25,506
+813
| +3% | +$31K | 0.07% | 241 |
|
|
2024
Q1 | $911K | Buy |
24,693
+5,928
| +32% | +$219K | 0.07% | 261 |
|
|
2023
Q4 | $601K | Sell |
18,765
-6,461
| -26% | -$207K | 0.05% | 322 |
|
|
2023
Q3 | $867K | Buy |
25,226
+442
| +2% | +$15.2K | 0.08% | 244 |
|
|
2023
Q2 | $727K | Buy |
24,784
+384
| +2% | +$11.3K | 0.07% | 309 |
|
|
2023
Q1 | $758K | Sell |
24,400
-90
| -0.4% | -$2.79K | 0.07% | 314 |
|
|
2022
Q4 | $777K | Sell |
24,490
-226
| -0.9% | -$7.17K | 0.07% | 369 |
|
|
2022
Q3 | $696K | Buy |
24,716
+327
| +1% | +$9.21K | 0.07% | 404 |
|
|
2022
Q2 | $855K | Buy |
24,389
+291
| +1% | +$10.2K | 0.08% | 343 |
|
|
2022
Q1 | $785K | Buy |
24,098
+2,030
| +9% | +$66.1K | 0.07% | 390 |
|
|
2021
Q4 | $552K | Buy |
+22,068
| New | +$552K | 0.05% | 476 |
|