Sowell Financial Services’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 | $225K | Buy |
6,000
+65
| +1% | +$2.43K | 0.01% | 910 |
|
|
2025
Q1 | $230K | Buy |
+5,935
| New | +$230K | 0.01% | 878 |
|
|
2024
Q1 | – | Sell |
-10,225
| Closed | -$328K | – | 584 |
|
|
2023
Q4 | $328K | Sell |
10,225
-98
| -0.9% | -$3.14K | 0.02% | 484 |
|
|
2023
Q3 | $355K | Buy |
+10,323
| New | +$355K | 0.02% | 444 |
|
|
2021
Q2 | – | Sell |
-2,610
| Closed | -$60K | – | 2448 |
|
|
2021
Q1 | $60K | Hold |
2,610
| – | – | ﹤0.01% | 1574 |
|
|
2020
Q4 | $44K | Sell |
2,610
-31
| -1% | -$523 | ﹤0.01% | 1445 |
|
|
2020
Q3 | $32K | Buy |
2,641
+41
| +2% | +$497 | ﹤0.01% | 1366 |
|
|
2020
Q2 | $44K | Hold |
2,600
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q1 | $41K | Buy |
2,600
+1,350
| +108% | +$21.3K | ﹤0.01% | 1119 |
|
|
2019
Q4 | $41K | Sell |
1,250
-279
| -18% | -$9.15K | ﹤0.01% | 1211 |
|
|
2019
Q3 | $48K | Buy |
+1,529
| New | +$48K | ﹤0.01% | 1009 |
|