Tacita Capital’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 | $219K | Hold |
5,851
| – | – | 0.14% | 79 |
|
|
2025
Q1 | $227K | Hold |
5,851
| – | – | 0.16% | 74 |
|
|
2024
Q4 | $208K | Sell |
5,851
-681
| -10% | -$24.3K | 0.15% | 76 |
|
|
2024
Q3 | $241K | Buy |
6,532
+1,554
| +31% | +$57.4K | 0.16% | 76 |
|
|
2024
Q2 | $190K | Buy |
4,978
+3,083
| +163% | +$117K | 0.13% | 83 |
|
|
2024
Q1 | $70K | Sell |
1,895
-216
| -10% | -$7.98K | 0.05% | 123 |
|
|
2023
Q4 | $67.8K | Buy |
2,111
+495
| +31% | +$15.9K | 0.05% | 121 |
|
|
2023
Q3 | $55.7K | Buy |
1,616
+916
| +131% | +$31.6K | 0.04% | 138 |
|
|
2023
Q2 | $21K | Hold |
700
| – | – | 0.02% | 166 |
|
|
2023
Q1 | $22K | Hold |
700
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $22K | Hold |
700
| – | – | 0.02% | 165 |
|
|
2022
Q3 | $20K | Hold |
700
| – | – | 0.02% | 163 |
|
|
2022
Q2 | $25K | Hold |
700
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $23K | Hold |
700
| – | – | 0.01% | 175 |
|
|
2021
Q4 | $18K | Hold |
700
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $14K | Hold |
700
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $17K | Sell |
700
-3,792
| -84% | -$92.1K | 0.01% | 171 |
|
|
2021
Q1 | $94K | Hold |
4,492
| – | – | 0.06% | 114 |
|
|
2020
Q4 | $75K | Buy |
+4,492
| New | +$75K | 0.05% | 120 |
|