Valley National Advisers’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 | $18K | Hold |
500
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 493 |
|
|
2024
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 475 |
|
|
2024
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 516 |
|
|
2024
Q1 | $18K | Sell |
500
-168
| -25% | -$6.05K | ﹤0.01% | 543 |
|
|
2023
Q4 | $21K | Buy |
668
+168
| +34% | +$5.28K | ﹤0.01% | 534 |
|
|
2023
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 540 |
|
|
2022
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 534 |
|
|
2022
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 529 |
|
|
2022
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 508 |
|
|
2022
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 546 |
|
|
2021
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 569 |
|
|
2019
Q2 | – | Sell |
-165
| Closed | -$5K | – | 783 |
|
|
2019
Q1 | $5K | Sell |
165
-53
| -24% | -$1.61K | ﹤0.01% | 561 |
|
|
2018
Q4 | $6K | Buy |
+218
| New | +$6K | ﹤0.01% | 508 |
|
|
2015
Q2 | – | Sell |
-43
| Closed | -$1K | – | 641 |
|
|
2015
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 546 |
|