Trek Financial’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 |
-186,611
| Closed | -$7.23M | – | 450 |
|
|
2025
Q1 | $7.23M | Buy |
186,611
+6,368
| +4% | +$247K | 0.52% | 52 |
|
|
2024
Q4 | $6.43M | Sell |
180,243
-11,299
| -6% | -$403K | 0.48% | 58 |
|
|
2024
Q3 | $7.07M | Buy |
191,542
+107,904
| +129% | +$3.98M | 0.53% | 54 |
|
|
2024
Q2 | $3.19M | Buy |
+83,638
| New | +$3.19M | 0.25% | 102 |
|