Summit Securities 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 |
-600
| Closed | -$21.4K | – | 938 |
|
|
2024
Q4 | $21.4K | Buy |
+600
| New | +$21.4K | ﹤0.01% | 264 |
|
|
2024
Q3 | – | Sell |
-700
| Closed | -$27K | – | 731 |
|
|
2024
Q2 | $27K | Buy |
+700
| New | +$27K | 0.01% | 247 |
|
|
2024
Q1 | – | Sell |
-19,300
| Closed | -$618K | – | 686 |
|
|
2023
Q4 | $618K | Buy |
19,300
+18,800
| +3,760% | +$602K | 0.06% | 60 |
|
|
2023
Q3 | $17K | Sell |
500
-7,000
| -93% | -$238K | ﹤0.01% | 225 |
|
|
2023
Q2 | $220K | Buy |
7,500
+6,200
| +477% | +$182K | 0.03% | 118 |
|
|
2023
Q1 | $40K | Sell |
1,300
-35,862
| -97% | -$1.1M | ﹤0.01% | 345 |
|
|
2022
Q4 | $1.18M | Sell |
37,162
-16,638
| -31% | -$528K | 0.04% | 54 |
|
|
2022
Q3 | $1.51M | Sell |
53,800
-84,300
| -61% | -$2.37M | 0.11% | 52 |
|
|
2022
Q2 | $4.84M | Buy |
138,100
+72,700
| +111% | +$2.55M | 0.6% | 9 |
|
|
2022
Q1 | $2.13M | Buy |
65,400
+23,800
| +57% | +$776K | 0.24% | 38 |
|
|
2021
Q4 | $1.04M | Buy |
41,600
+14,300
| +52% | +$358K | 0.05% | 134 |
|
|
2021
Q3 | $566K | Buy |
27,300
+5,700
| +26% | +$118K | 0.04% | 176 |
|
|
2021
Q2 | $518K | Buy |
+21,600
| New | +$518K | 0.04% | 185 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 402 |
|
|
2015
Q1 | – | Sell |
-11,600
| Closed | -$369K | – | 502 |
|
|
2014
Q4 | $369K | Sell |
11,600
-2,100
| -15% | -$66.8K | 0.11% | 132 |
|
|
2014
Q3 | $495K | Buy |
13,700
+6,600
| +93% | +$238K | 0.14% | 104 |
|
|
2014
Q2 | $303K | Buy |
+7,100
| New | +$303K | 0.1% | 125 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 464 |
|
|
2013
Q4 | – | Sell |
-700
| Closed | -$25K | – | 477 |
|
|
2013
Q3 | $25K | Buy |
+700
| New | +$25K | 0.01% | 203 |
|