Sequent Planning’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
$940K Buy
25,105
+63
+0.3% +$2.36K 0.3% 54
2025
Q1
$970K Sell
25,042
-511
-2% -$19.8K 0.35% 48
2024
Q4
$912K Sell
25,553
-237
-0.9% -$8.46K 0.33% 53
2024
Q3
$952K Buy
25,790
+1,914
+8% +$70.7K 0.33% 51
2024
Q2
$913K Sell
23,876
-2,452
-9% -$93.7K 0.31% 51
2024
Q1
$972K Buy
+26,328
New +$972K 0.35% 52