Spire Wealth Management’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 | $345K | Sell |
9,221
-9
| -0.1% | -$337 | 0.01% | 602 |
|
|
2025
Q1 | $357K | Buy |
9,230
+482
| +6% | +$18.7K | 0.01% | 671 |
|
|
2024
Q4 | $312K | Buy |
8,748
+948
| +12% | +$33.8K | 0.01% | 693 |
|
|
2024
Q3 | $288K | Buy |
7,800
+98
| +1% | +$3.62K | 0.01% | 646 |
|
|
2024
Q2 | $293K | Buy |
7,702
+131
| +2% | +$4.99K | 0.01% | 624 |
|
|
2024
Q1 | $279K | Buy |
7,571
+607
| +9% | +$22.4K | 0.01% | 683 |
|
|
2023
Q4 | $219K | Buy |
6,964
+159
| +2% | +$5.01K | 0.01% | 733 |
|
|
2023
Q3 | $234K | Buy |
6,805
+5,126
| +305% | +$176K | 0.01% | 668 |
|
|
2023
Q2 | $49.2K | Sell |
1,679
-24
| -1% | -$704 | ﹤0.01% | 1205 |
|
|
2023
Q1 | $52.9K | Buy |
1,703
+207
| +14% | +$6.43K | ﹤0.01% | 1180 |
|
|
2022
Q4 | $47K | Sell |
1,496
-400
| -21% | -$12.6K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $53K | Sell |
1,896
-2,558
| -57% | -$71.5K | ﹤0.01% | 935 |
|
|
2022
Q2 | $156K | Sell |
4,454
-256
| -5% | -$8.97K | 0.01% | 855 |
|
|
2022
Q1 | $153K | Sell |
4,710
-44
| -0.9% | -$1.43K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $119K | Buy |
4,754
+6
| +0.1% | +$150 | ﹤0.01% | 1326 |
|
|
2021
Q3 | $98K | Hold |
4,748
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q2 | $114K | Sell |
4,748
-147
| -3% | -$3.53K | ﹤0.01% | 1147 |
|
|
2021
Q1 | $102K | Buy |
+4,895
| New | +$102K | ﹤0.01% | 1396 |
|