Atlas Capital Advisors’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 | $207K | Hold |
3,125
| – | – | 0.02% | 408 |
|
|
2025
Q4 | $139K | Buy |
+3,125
| New | +$132K | 0.02% | 480 |
|
|
2025
Q2 | $117K | Sell |
3,125
-369
| -11% | -$13.3K | 0.01% | 506 |
|
|
2025
Q1 | $135K | Buy |
3,494
+43
| +1% | +$1.64K | 0.02% | 483 |
|
|
2024
Q4 | $123K | Sell |
3,451
-559
| -14% | -$21.5K | 0.02% | 477 |
|
|
2024
Q3 | $148K | Buy |
4,010
+144
| +4% | +$5.56K | 0.02% | 422 |
|
|
2024
Q2 | $147K | Buy |
3,866
+634
| +20% | +$24.5K | 0.02% | 439 |
|
|
2024
Q1 | $119K | Sell |
3,232
-2,025
| -39% | -$68.1K | 0.02% | 448 |
|
|
2023
Q4 | $168K | Buy |
5,257
+769
| +17% | +$25.1K | 0.02% | 401 |
|
|
2023
Q3 | $154K | Sell |
4,488
-2,261
| -34% | -$72.5K | 0.03% | 381 |
|
|
2023
Q2 | $198K | Sell |
6,749
-926
| -12% | -$27.7K | 0.03% | 367 |
|
|
2023
Q1 | $238K | Hold |
7,675
| – | – | 0.04% | 328 |
|
|
2022
Q4 | $244K | Sell |
7,675
-4,017
| -34% | -$132K | 0.04% | 308 |
|
|
2022
Q3 | $329K | Sell |
11,692
-2,871
| -20% | -$90.7K | 0.06% | 245 |
|
|
2022
Q2 | $511K | Sell |
14,563
-394
| -3% | -$14.3K | 0.09% | 191 |
|
|
2022
Q1 | $487K | Buy |
14,957
+2,708
| +22% | +$80.4K | 0.08% | 215 |
|
|
2021
Q4 | $307K | Buy |
+12,249
| New | +$298K | 0.05% | 295 |
|
|
2020
Q3 | – | Sell |
-2,768
| Closed | -$46.7K | – | 560 |
|
|
2020
Q2 | $46.7K | Sell |
2,768
-3,276
| -54% | -$56K | 0.01% | 488 |
|
|
2020
Q1 | $95.5K | Buy |
+6,044
| New | +$158K | 0.03% | 368 |
|
|
2019
Q3 | – | Sell |
-860
| Closed | -$26.8K | – | 694 |
|
|
2019
Q2 | $26.8K | Sell |
860
-420
| -33% | -$13.4K | 0.01% | 532 |
|
|
2019
Q1 | $41.5K | Sell |
1,280
-183
| -13% | -$5.96K | 0.02% | 436 |
|
|
2018
Q4 | $40.9K | Sell |
1,463
-10,329
| -88% | -$343K | 0.02% | 430 |
|
|
2018
Q3 | $468K | Buy |
+11,792
| New | +$477K | 0.16% | 177 |
|
Other funds holding SU
EIM
VCM
