Steph & Co’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 | $366K | Sell |
9,779
-111
| -1% | -$4.16K | 0.12% | 72 |
|
|
2025
Q1 | $383K | Sell |
9,890
-560
| -5% | -$21.7K | 0.14% | 66 |
|
|
2024
Q4 | $373K | Sell |
10,450
-305
| -3% | -$10.9K | 0.13% | 66 |
|
|
2024
Q3 | $397K | Sell |
10,755
-2,274
| -17% | -$84K | 0.13% | 73 |
|
|
2024
Q2 | $496K | Sell |
13,029
-1,193
| -8% | -$45.5K | 0.17% | 57 |
|
|
2024
Q1 | $525K | Sell |
14,222
-623
| -4% | -$23K | 0.18% | 59 |
|
|
2023
Q4 | $476K | Buy |
14,845
+297
| +2% | +$9.52K | 0.23% | 54 |
|
|
2023
Q3 | $500K | Buy |
14,548
+471
| +3% | +$16.2K | 0.28% | 49 |
|
|
2023
Q2 | $413K | Buy |
14,077
+744
| +6% | +$21.8K | 0.23% | 59 |
|
|
2023
Q1 | $414K | Sell |
13,333
-74
| -0.6% | -$2.3K | 0.26% | 60 |
|
|
2022
Q4 | $425K | Sell |
13,407
-413
| -3% | -$13.1K | 0.27% | 54 |
|
|
2022
Q3 | $389K | Sell |
13,820
-2,665
| -16% | -$75K | 0.27% | 54 |
|
|
2022
Q2 | $578K | Buy |
16,485
+169
| +1% | +$5.93K | 0.35% | 40 |
|
|
2022
Q1 | $532K | Buy |
16,316
+211
| +1% | +$6.88K | 0.32% | 39 |
|
|
2021
Q4 | $403K | Sell |
16,105
-130
| -0.8% | -$3.25K | 0.23% | 51 |
|
|
2021
Q3 | $337K | Buy |
16,235
+1,665
| +11% | +$34.6K | 0.22% | 58 |
|
|
2021
Q2 | $349K | Buy |
14,570
+834
| +6% | +$20K | 0.23% | 50 |
|
|
2021
Q1 | $287K | Sell |
13,736
-239
| -2% | -$4.99K | 0.2% | 62 |
|
|
2020
Q4 | $235K | Buy |
13,975
+4,358
| +45% | +$73.3K | 0.18% | 67 |
|
|
2020
Q3 | $118K | Hold |
9,617
| – | – | 0.11% | 112 |
|
|
2020
Q2 | $162K | Sell |
9,617
-350
| -4% | -$5.9K | 0.16% | 70 |
|
|
2020
Q1 | $157K | Buy |
9,967
+534
| +6% | +$8.41K | 0.18% | 65 |
|
|
2019
Q4 | $309K | Buy |
+9,433
| New | +$309K | 0.26% | 53 |
|