Transamerica Financial Advisors’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 | $77.9K | Buy |
2,081
+323
| +18% | +$12.1K | 0.01% | 285 |
|
2025
Q1 | $69K | Sell |
1,758
-87
| -5% | -$3.42K | 0.01% | 284 |
|
2024
Q4 | $66K | Sell |
1,845
-132
| -7% | -$4.72K | 0.01% | 292 |
|
2024
Q3 | $73K | Buy |
1,977
+1,895
| +2,311% | +$70K | 0.01% | 299 |
|
2024
Q2 | $4K | Hold |
82
| – | – | ﹤0.01% | 359 |
|
2024
Q1 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 390 |
|