Sequoia Financial 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
Q2 | $1.86M | Buy |
49,668
+14,960
| +43% | +$560K | 0.01% | 492 |
|
|
2025
Q1 | $1.34M | Sell |
34,708
-425
| -1% | -$16.5K | 0.01% | 528 |
|
|
2024
Q4 | $1.25M | Buy |
35,133
+474
| +1% | +$16.9K | 0.01% | 514 |
|
|
2024
Q3 | $1.28M | Buy |
34,659
+18,398
| +113% | +$679K | 0.01% | 474 |
|
|
2024
Q2 | $620K | Buy |
16,261
+2,723
| +20% | +$104K | 0.01% | 618 |
|
|
2024
Q1 | $500K | Sell |
13,538
-7,636
| -36% | -$282K | 0.01% | 684 |
|
|
2023
Q4 | $678K | Buy |
21,174
+9,068
| +75% | +$291K | 0.01% | 646 |
|
|
2023
Q3 | $416K | Buy |
12,106
+296
| +3% | +$10.2K | 0.01% | 565 |
|
|
2023
Q2 | $346K | Buy |
11,810
+1,960
| +20% | +$57.5K | 0.01% | 642 |
|
|
2023
Q1 | $306K | Buy |
9,850
+31
| +0.3% | +$963 | 0.01% | 617 |
|
|
2022
Q4 | $312K | Buy |
+9,819
| New | +$312K | 0.01% | 571 |
|
|
2022
Q3 | – | Sell |
-5,685
| Closed | -$200K | – | 583 |
|
|
2022
Q2 | $200K | Buy |
+5,685
| New | +$200K | 0.01% | 548 |
|