Venturi Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,083
| Closed | -$74.3K | – | 1664 |
|
|
2024
Q4 | $74.3K | Sell |
2,083
-19
| -0.9% | -$678 | ﹤0.01% | 884 |
|
|
2024
Q3 | $77.6K | Buy |
2,102
+102
| +5% | +$3.77K | ﹤0.01% | 636 |
|
|
2024
Q2 | $76.2K | Hold |
2,000
| – | – | ﹤0.01% | 559 |
|
|
2024
Q1 | $73.8K | Hold |
2,000
| – | – | ﹤0.01% | 453 |
|
|
2023
Q4 | $64.1K | Hold |
2,000
| – | – | ﹤0.01% | 463 |
|
|
2023
Q3 | $68.8K | Buy |
+2,000
| New | +$68.8K | 0.01% | 437 |
|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$62.1K | – | 1262 |
|
|
2023
Q1 | $62.1K | Buy |
+2,000
| New | +$62.1K | 0.01% | 449 |
|
|
2018
Q1 | – | Sell |
-18,000
| Closed | -$661K | – | 192 |
|
|
2017
Q4 | $661K | Buy |
18,000
+1,000
| +6% | +$36.7K | 0.13% | 129 |
|
|
2017
Q3 | $589K | Buy |
17,000
+6,000
| +55% | +$208K | 0.12% | 127 |
|
|
2017
Q2 | $321K | Buy |
+11,000
| New | +$321K | 0.07% | 151 |
|