Wealth Enhancement Advisory Services’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 | $9.65M | Sell |
251,602
-4,156
| -2% | -$159K | 0.02% | 639 |
|
|
2025
Q1 | $9.9M | Buy |
255,758
+5,888
| +2% | +$228K | 0.02% | 582 |
|
|
2024
Q4 | $8.92M | Buy |
249,870
+137,266
| +122% | +$4.9M | 0.02% | 599 |
|
|
2024
Q3 | $4.16M | Buy |
112,604
+43,869
| +64% | +$1.62M | 0.01% | 784 |
|
|
2024
Q2 | $2.62M | Sell |
68,735
-14,996
| -18% | -$571K | 0.01% | 886 |
|
|
2024
Q1 | $3.09M | Buy |
83,731
+5,082
| +6% | +$188K | 0.01% | 804 |
|
|
2023
Q4 | $2.52M | Sell |
78,649
-6,527
| -8% | -$209K | 0.01% | 821 |
|
|
2023
Q3 | $2.93M | Buy |
+85,176
| New | +$2.93M | 0.01% | 725 |
|