Steward Partners Investment Advisory’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 | $471K | Buy |
12,570
+220
| +2% | +$8.24K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $478K | Buy |
12,350
+1,408
| +13% | +$54.5K | ﹤0.01% | 1240 |
|
|
2024
Q4 | $390K | Buy |
10,942
+5,332
| +95% | +$190K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $207K | Sell |
5,610
-150
| -3% | -$5.54K | ﹤0.01% | 1512 |
|
|
2024
Q2 | $219K | Buy |
5,760
+474
| +9% | +$18.1K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $195K | Sell |
5,286
-348
| -6% | -$12.8K | ﹤0.01% | 1451 |
|
|
2023
Q4 | $180K | Sell |
5,634
-185
| -3% | -$5.93K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $200K | Sell |
5,819
-4,295
| -42% | -$148K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $297K | Buy |
10,114
+6,101
| +152% | +$179K | ﹤0.01% | 1131 |
|
|
2023
Q1 | $125K | Sell |
4,013
-179
| -4% | -$5.56K | ﹤0.01% | 1487 |
|
|
2022
Q4 | $133K | Sell |
4,192
-120
| -3% | -$3.81K | ﹤0.01% | 1423 |
|
|
2022
Q3 | $121K | Sell |
4,312
-323
| -7% | -$9.06K | ﹤0.01% | 1420 |
|
|
2022
Q2 | $163K | Buy |
4,635
+626
| +16% | +$22K | ﹤0.01% | 1285 |
|
|
2022
Q1 | $131K | Sell |
4,009
-138
| -3% | -$4.51K | ﹤0.01% | 1490 |
|
|
2021
Q4 | $104K | Sell |
4,147
-498
| -11% | -$12.5K | ﹤0.01% | 1590 |
|
|
2021
Q3 | $96K | Buy |
4,645
+1,693
| +57% | +$35K | ﹤0.01% | 1571 |
|
|
2021
Q2 | $71K | Buy |
2,952
+200
| +7% | +$4.81K | ﹤0.01% | 2708 |
|
|
2021
Q1 | $57.5K | Buy |
2,752
+453
| +20% | +$9.47K | ﹤0.01% | 1914 |
|
|
2020
Q4 | $39K | Buy |
2,299
+609
| +36% | +$10.3K | ﹤0.01% | 1791 |
|
|
2020
Q3 | $21K | Sell |
1,690
-620
| -27% | -$7.7K | ﹤0.01% | 1887 |
|
|
2020
Q2 | $39K | Buy |
2,310
+211
| +10% | +$3.56K | ﹤0.01% | 1519 |
|
|
2020
Q1 | $33K | Sell |
2,099
-889
| -30% | -$14K | ﹤0.01% | 1422 |
|
|
2019
Q4 | $97K | Buy |
2,988
+25
| +0.8% | +$812 | ﹤0.01% | 1149 |
|
|
2019
Q3 | $93K | Buy |
2,963
+491
| +20% | +$15.4K | ﹤0.01% | 1114 |
|
|
2019
Q2 | $76K | Buy |
+2,472
| New | +$76K | ﹤0.01% | 1174 |
|
|
2018
Q4 | – | Sell |
-1,522
| Closed | -$59K | – | 1988 |
|
|
2018
Q3 | $59K | Buy |
1,522
+112
| +8% | +$4.34K | ﹤0.01% | 1135 |
|
|
2018
Q2 | $57K | Sell |
1,410
-24
| -2% | -$970 | ﹤0.01% | 1055 |
|
|
2018
Q1 | $49K | Buy |
+1,434
| New | +$49K | ﹤0.01% | 1014 |
|