Steward Partners Investment Advisory’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Buy |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $195K | Sell |
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|
2023
Q4 | $180K | Sell |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $133K | Sell |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $163K | Buy |
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|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $104K | Sell |
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|
2021
Q3 | $96K | Buy |
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|
2021
Q2 | $71K | Buy |
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|
2021
Q1 | $57.5K | Buy |
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|
2020
Q4 | $39K | Buy |
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|
2020
Q3 | $21K | Sell |
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|
2020
Q2 | $39K | Buy |
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|
2020
Q1 | $33K | Sell |
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|
2019
Q4 | $97K | Buy |
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|
2019
Q3 | $93K | Buy |
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|
2019
Q2 | $76K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q2 | $57K | Sell |
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|
2018
Q1 | $49K | Buy |
|