Waverly 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 | $410K | Sell |
10,952
-4,045
| -27% | -$151K | ﹤0.01% | 863 |
|
|
2025
Q1 | $581K | Sell |
14,997
-957
| -6% | -$37.1K | 0.01% | 732 |
|
|
2024
Q4 | $569K | Buy |
+15,954
| New | +$569K | 0.01% | 650 |
|
|
2015
Q4 | – | Sell |
-608
| Closed | -$16K | – | 357 |
|
|
2015
Q3 | $16K | Hold |
608
| – | – | 0.01% | 314 |
|
|
2015
Q2 | $17K | Hold |
608
| – | – | 0.01% | 229 |
|
|
2015
Q1 | $18K | Hold |
608
| – | – | 0.01% | 204 |
|
|
2014
Q4 | $19K | Sell |
608
-107
| -15% | -$3.34K | 0.01% | 220 |
|
|
2014
Q3 | $26K | Buy |
715
+608
| +568% | +$22.1K | 0.01% | 297 |
|
|
2014
Q2 | $5K | Buy |
107
+14
| +15% | +$654 | ﹤0.01% | 593 |
|
|
2014
Q1 | $3K | Sell |
93
-1,276
| -93% | -$41.2K | ﹤0.01% | 634 |
|
|
2013
Q4 | $48K | Buy |
1,369
+93
| +7% | +$3.26K | 0.02% | 338 |
|
|
2013
Q3 | $46K | Buy |
+1,276
| New | +$46K | 0.02% | 266 |
|