Stratos Wealth Partners’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 | – | Sell |
-5,548
| Closed | -$215K | – | 1481 |
|
|
2025
Q1 | $215K | Sell |
5,548
-664
| -11% | -$25.7K | ﹤0.01% | 1247 |
|
|
2024
Q4 | $222K | Sell |
6,212
-578
| -9% | -$20.6K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $251K | Sell |
6,790
-35,626
| -84% | -$1.32M | ﹤0.01% | 1232 |
|
|
2024
Q2 | $1.62M | Buy |
+42,416
| New | +$1.62M | 0.03% | 494 |
|
|
2023
Q4 | – | Sell |
-20,802
| Closed | -$715K | – | 1423 |
|
|
2023
Q3 | $715K | Buy |
+20,802
| New | +$715K | 0.02% | 677 |
|
|
2018
Q4 | – | Sell |
-4,830
| Closed | -$187K | – | 2298 |
|
|
2018
Q3 | $187K | Buy |
+4,830
| New | +$187K | 0.01% | 858 |
|
|
2018
Q2 | – | Sell |
-5,232
| Closed | -$181K | – | 2379 |
|
|
2018
Q1 | $181K | Sell |
5,232
-901
| -15% | -$31.2K | 0.01% | 946 |
|
|
2017
Q4 | $225K | Buy |
6,133
+215
| +4% | +$7.89K | 0.01% | 825 |
|
|
2017
Q3 | $207K | Buy |
+5,918
| New | +$207K | 0.01% | 843 |
|