Allworth Financial’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 | $75.7K | Buy |
2,021
+454
| +29% | +$17K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $55.8K | Sell |
1,567
-333
| -18% | -$11.9K | ﹤0.01% | 1501 |
|
|
2024
Q4 | $74.5K | Buy |
1,900
+497
| +35% | +$19.5K | ﹤0.01% | 1386 |
|
|
2024
Q3 | $51.8K | Buy |
1,403
+17
| +1% | +$628 | ﹤0.01% | 1391 |
|
|
2024
Q2 | $53.4K | Buy |
1,386
+46
| +3% | +$1.77K | ﹤0.01% | 1353 |
|
|
2024
Q1 | $49.5K | Buy |
1,340
+215
| +19% | +$7.94K | ﹤0.01% | 1311 |
|
|
2023
Q4 | $36.1K | Sell |
1,125
-111
| -9% | -$3.56K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $42.5K | Sell |
1,236
-74
| -6% | -$2.54K | ﹤0.01% | 1178 |
|
|
2023
Q2 | $38.4K | Sell |
1,310
-133
| -9% | -$3.9K | ﹤0.01% | 1218 |
|
|
2023
Q1 | $44.8K | Buy |
1,443
+354
| +33% | +$11K | ﹤0.01% | 1109 |
|
|
2022
Q4 | $34.6K | Buy |
1,089
+104
| +11% | +$3.3K | ﹤0.01% | 1149 |
|
|
2022
Q3 | $28K | Buy |
985
+108
| +12% | +$3.07K | ﹤0.01% | 1169 |
|
|
2022
Q2 | $31K | Buy |
877
+217
| +33% | +$7.67K | ﹤0.01% | 1079 |
|
|
2022
Q1 | $22K | Sell |
660
-273
| -29% | -$9.1K | ﹤0.01% | 1225 |
|
|
2021
Q4 | $23K | Hold |
933
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q3 | $19K | Sell |
933
-117
| -11% | -$2.38K | ﹤0.01% | 1062 |
|
|
2021
Q2 | $25K | Hold |
1,050
| – | – | ﹤0.01% | 795 |
|
|
2021
Q1 | $22K | Buy |
1,050
+550
| +110% | +$11.5K | ﹤0.01% | 767 |
|
|
2020
Q4 | $8K | Buy |
500
+118
| +31% | +$1.89K | ﹤0.01% | 895 |
|
|
2020
Q3 | $5K | Buy |
382
+2
| +0.5% | +$26 | ﹤0.01% | 856 |
|
|
2020
Q2 | $6K | Sell |
380
-415
| -52% | -$6.55K | ﹤0.01% | 836 |
|
|
2020
Q1 | $13K | Buy |
795
+418
| +111% | +$6.84K | ﹤0.01% | 644 |
|
|
2019
Q4 | $12K | Buy |
377
+1
| +0.3% | +$32 | ﹤0.01% | 615 |
|
|
2019
Q3 | $12K | Buy |
376
+1
| +0.3% | +$32 | ﹤0.01% | 546 |
|
|
2019
Q2 | $12K | Hold |
375
| – | – | ﹤0.01% | 553 |
|
|
2019
Q1 | $12K | Hold |
375
| – | – | ﹤0.01% | 548 |
|
|
2018
Q4 | $10K | Buy |
375
+273
| +268% | +$7.28K | ﹤0.01% | 520 |
|
|
2018
Q3 | $4K | Sell |
102
-48
| -32% | -$1.88K | ﹤0.01% | 702 |
|
|
2018
Q2 | $6K | Buy |
150
+48
| +47% | +$1.92K | ﹤0.01% | 607 |
|
|
2018
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 626 |
|
|
2017
Q4 | $4K | Hold |
102
| – | – | ﹤0.01% | 599 |
|
|
2017
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 600 |
|
|
2017
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 645 |
|
|
2017
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 616 |
|
|
2016
Q4 | $3K | Sell |
102
-104
| -50% | -$3.06K | ﹤0.01% | 551 |
|
|
2016
Q3 | $6K | Hold |
206
| – | – | ﹤0.01% | 476 |
|
|
2016
Q2 | $6K | Buy |
206
+105
| +104% | +$3.06K | ﹤0.01% | 442 |
|
|
2016
Q1 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 503 |
|