Stonegate Investment Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,840
| Closed | -$208K | – | 416 |
|
|
2024
Q4 | $208K | Hold |
5,840
| – | – | 0.01% | 330 |
|
|
2024
Q3 | $216K | Buy |
+5,840
| New | +$216K | 0.01% | 331 |
|
|
2024
Q2 | – | Sell |
-6,233
| Closed | -$230K | – | 395 |
|
|
2024
Q1 | $230K | Buy |
+6,233
| New | +$230K | 0.01% | 291 |
|
|
2023
Q1 | – | Sell |
-9,360
| Closed | -$297K | – | 353 |
|
|
2022
Q4 | $297K | Sell |
9,360
-929
| -9% | -$29.5K | 0.01% | 245 |
|
|
2022
Q3 | $290K | Buy |
10,289
+542
| +6% | +$15.3K | 0.01% | 229 |
|
|
2022
Q2 | $342K | Sell |
9,747
-1,869
| -16% | -$65.6K | 0.02% | 217 |
|
|
2022
Q1 | $379K | Sell |
11,616
-302
| -3% | -$9.85K | 0.01% | 186 |
|
|
2021
Q4 | $298K | Buy |
+11,918
| New | +$298K | 0.01% | 215 |
|