Valeo 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 | $284K | Sell |
7,589
-492
| -6% | -$18.4K | 0.01% | 592 |
|
|
2025
Q1 | $313K | Buy |
8,081
+3
| +0% | +$116 | 0.01% | 517 |
|
|
2024
Q4 | $288K | Buy |
8,078
+154
| +2% | +$5.5K | 0.01% | 540 |
|
|
2024
Q3 | $293K | Buy |
7,924
+1,012
| +15% | +$37.4K | 0.01% | 531 |
|
|
2024
Q2 | $263K | Sell |
6,912
-7
| -0.1% | -$267 | 0.01% | 537 |
|
|
2024
Q1 | $272K | Sell |
6,919
-2,048
| -23% | -$80.4K | 0.01% | 539 |
|
|
2023
Q4 | $287K | Sell |
8,967
-391
| -4% | -$12.5K | 0.01% | 502 |
|
|
2023
Q3 | $322K | Sell |
9,358
-12,131
| -56% | -$417K | 0.01% | 437 |
|
|
2023
Q2 | $630K | Sell |
21,489
-8,780
| -29% | -$257K | 0.03% | 276 |
|
|
2023
Q1 | $940K | Sell |
30,269
-6,683
| -18% | -$208K | 0.05% | 221 |
|
|
2022
Q4 | $1.17M | Buy |
36,952
+3,262
| +10% | +$104K | 0.06% | 168 |
|
|
2022
Q3 | $948K | Buy |
33,690
+240
| +0.7% | +$6.75K | 0.06% | 170 |
|
|
2022
Q2 | $1.17M | Buy |
33,450
+12,138
| +57% | +$426K | 0.07% | 146 |
|
|
2022
Q1 | $695K | Buy |
+21,312
| New | +$695K | 0.04% | 250 |
|
|
2021
Q2 | – | Sell |
-3,558
| Closed | -$74K | – | 1568 |
|
|
2021
Q1 | $74K | Buy |
3,558
+1,002
| +39% | +$20.8K | ﹤0.01% | 695 |
|
|
2020
Q4 | $43K | Sell |
2,556
-667
| -21% | -$11.2K | ﹤0.01% | 809 |
|
|
2020
Q3 | $39K | Buy |
3,223
+146
| +5% | +$1.77K | ﹤0.01% | 705 |
|
|
2020
Q2 | $52K | Buy |
3,077
+685
| +29% | +$11.6K | ﹤0.01% | 681 |
|
|
2020
Q1 | $39K | Sell |
2,392
-2,895
| -55% | -$47.2K | ﹤0.01% | 660 |
|
|
2019
Q4 | $173K | Buy |
5,287
+2,206
| +72% | +$72.2K | 0.02% | 346 |
|
|
2019
Q3 | $97K | Buy |
3,081
+500
| +19% | +$15.7K | 0.01% | 442 |
|
|
2019
Q2 | $80K | Buy |
2,581
+1,719
| +199% | +$53.3K | 0.01% | 477 |
|
|
2019
Q1 | $28K | Buy |
862
+52
| +6% | +$1.69K | ﹤0.01% | 683 |
|
|
2018
Q4 | $23K | Sell |
810
-325
| -29% | -$9.23K | ﹤0.01% | 675 |
|
|
2018
Q3 | $38K | Buy |
1,135
+40
| +4% | +$1.34K | 0.01% | 599 |
|
|
2018
Q2 | $44K | Buy |
1,095
+444
| +68% | +$17.8K | 0.01% | 558 |
|
|
2018
Q1 | $22K | Buy |
651
+160
| +33% | +$5.41K | ﹤0.01% | 690 |
|
|
2017
Q4 | $18K | Buy |
491
+275
| +127% | +$10.1K | ﹤0.01% | 696 |
|
|
2017
Q3 | $8K | Buy |
+216
| New | +$8K | ﹤0.01% | 757 |
|