Allworth Financial’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $250K | Buy |
3,785
+189
| +5% | +$10.4K | ﹤0.01% | 1268 |
|
|
2025
Q4 | $159K | Buy |
3,596
+1,498
| +71% | +$63.3K | ﹤0.01% | 1469 |
|
|
2025
Q3 | $87.7K | Buy |
2,098
+77
| +4% | +$3.09K | ﹤0.01% | 1759 |
|
|
2025
Q2 | $75.7K | Buy |
2,021
+454
| +29% | +$16.4K | ﹤0.01% | 1695 |
|
|
2025
Q1 | $55.8K | Sell |
1,567
-333
| -18% | -$12.7K | ﹤0.01% | 1508 |
|
|
2024
Q4 | $74.5K | Buy |
1,900
+497
| +35% | +$19.1K | ﹤0.01% | 1391 |
|
|
2024
Q3 | $51.8K | Buy |
1,403
+17
| +1% | +$656 | ﹤0.01% | 1393 |
|
|
2024
Q2 | $53.4K | Buy |
1,386
+46
| +3% | +$1.78K | ﹤0.01% | 1353 |
|
|
2024
Q1 | $49.5K | Buy |
1,340
+215
| +19% | +$7.23K | ﹤0.01% | 1311 |
|
|
2023
Q4 | $36.1K | Sell |
1,125
-111
| -9% | -$3.62K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $42.5K | Sell |
1,236
-74
| -6% | -$2.37K | ﹤0.01% | 1178 |
|
|
2023
Q2 | $38.4K | Sell |
1,310
-133
| -9% | -$3.98K | ﹤0.01% | 1218 |
|
|
2023
Q1 | $44.8K | Buy |
1,443
+354
| +33% | +$11.5K | ﹤0.01% | 1109 |
|
|
2022
Q4 | $34.6K | Buy |
1,089
+104
| +11% | +$3.42K | ﹤0.01% | 1149 |
|
|
2022
Q3 | $28K | Buy |
985
+108
| +12% | +$3.41K | ﹤0.01% | 1169 |
|
|
2022
Q2 | $31K | Buy |
877
+217
| +33% | +$7.9K | ﹤0.01% | 1079 |
|
|
2022
Q1 | $22K | Sell |
660
-273
| -29% | -$8.1K | ﹤0.01% | 1225 |
|
|
2021
Q4 | $23K | Hold |
933
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q3 | $19K | Sell |
933
-117
| -11% | -$2.34K | ﹤0.01% | 1062 |
|
|
2021
Q2 | $25K | Hold |
1,050
| – | – | ﹤0.01% | 795 |
|
|
2021
Q1 | $22K | Buy |
1,050
+550
| +110% | +$10.8K | ﹤0.01% | 767 |
|
|
2020
Q4 | $8K | Buy |
500
+118
| +31% | +$1.73K | ﹤0.01% | 895 |
|
|
2020
Q3 | $5K | Buy |
382
+2
| +0.5% | +$31 | ﹤0.01% | 856 |
|
|
2020
Q2 | $6K | Sell |
380
-415
| -52% | -$7.09K | ﹤0.01% | 836 |
|
|
2020
Q1 | $13K | Buy |
795
+418
| +111% | +$11K | ﹤0.01% | 644 |
|
|
2019
Q4 | $12K | Buy |
377
+1
| +0.3% | +$31 | ﹤0.01% | 615 |
|
|
2019
Q3 | $12K | Buy |
376
+1
| +0.3% | +$30 | ﹤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% | +$9.07K | ﹤0.01% | 520 |
|
|
2018
Q3 | $4K | Sell |
102
-48
| -32% | -$1.94K | ﹤0.01% | 702 |
|
|
2018
Q2 | $6K | Buy |
150
+48
| +47% | +$1.87K | ﹤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% | -$3.19K | ﹤0.01% | 551 |
|
|
2016
Q3 | $6K | Hold |
206
| – | – | ﹤0.01% | 476 |
|
|
2016
Q2 | $6K | Buy |
206
+105
| +104% | +$2.88K | ﹤0.01% | 442 |
|
|
2016
Q1 | $3K | Buy |
+101
| New | +$2.44K | ﹤0.01% | 503 |
|
Other funds holding SU
EIM
VCM
