CAPTRUST Financial 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 | $1.62M | Buy |
43,200
+5,072
| +13% | +$190K | ﹤0.01% | 1079 |
|
|
2025
Q1 | $1.48M | Sell |
38,128
-9,509
| -20% | -$368K | ﹤0.01% | 1063 |
|
|
2024
Q4 | $1.7M | Sell |
47,637
-3,527
| -7% | -$126K | ﹤0.01% | 954 |
|
|
2024
Q3 | $1.89M | Buy |
51,164
+3,830
| +8% | +$141K | 0.01% | 875 |
|
|
2024
Q2 | $1.8M | Sell |
47,334
-1,114
| -2% | -$42.4K | 0.01% | 867 |
|
|
2024
Q1 | $1.79M | Sell |
48,448
-1,331
| -3% | -$49.1K | 0.01% | 852 |
|
|
2023
Q4 | $1.59M | Sell |
49,779
-7,248
| -13% | -$232K | 0.01% | 1011 |
|
|
2023
Q3 | $1.96M | Buy |
57,027
+18,995
| +50% | +$653K | 0.01% | 866 |
|
|
2023
Q2 | $1.12M | Sell |
38,032
-366
| -1% | -$10.7K | ﹤0.01% | 1141 |
|
|
2023
Q1 | $1.19M | Sell |
38,398
-2,412
| -6% | -$74.9K | 0.01% | 947 |
|
|
2022
Q4 | $1.29M | Sell |
40,810
-3,376
| -8% | -$107K | 0.01% | 863 |
|
|
2022
Q3 | $1.24M | Buy |
44,186
+1,907
| +5% | +$53.7K | 0.01% | 834 |
|
|
2022
Q2 | $1.48M | Buy |
42,279
+3,397
| +9% | +$119K | 0.01% | 687 |
|
|
2022
Q1 | $1.27M | Buy |
38,882
+9,608
| +33% | +$313K | 0.01% | 749 |
|
|
2021
Q4 | $733K | Sell |
29,274
-1,297
| -4% | -$32.5K | 0.01% | 947 |
|
|
2021
Q3 | $634K | Sell |
30,571
-4,187
| -12% | -$86.8K | 0.01% | 933 |
|
|
2021
Q2 | $833K | Buy |
34,758
+500
| +1% | +$12K | 0.01% | 790 |
|
|
2021
Q1 | $716K | Buy |
34,258
+4,102
| +14% | +$85.7K | 0.01% | 815 |
|
|
2020
Q4 | $506K | Sell |
30,156
-3,922
| -12% | -$65.8K | 0.01% | 822 |
|
|
2020
Q3 | $398K | Sell |
34,078
-4,694
| -12% | -$54.8K | 0.01% | 787 |
|
|
2020
Q2 | $638K | Buy |
38,772
+4,002
| +12% | +$65.9K | 0.01% | 631 |
|
|
2020
Q1 | $543K | Sell |
34,770
-427
| -1% | -$6.67K | 0.01% | 574 |
|
|
2019
Q4 | $1.15M | Buy |
35,197
+17,053
| +94% | +$559K | 0.02% | 479 |
|
|
2019
Q3 | $573K | Sell |
18,144
-552
| -3% | -$17.4K | 0.02% | 383 |
|
|
2019
Q2 | $583K | Buy |
18,696
+311
| +2% | +$9.7K | 0.02% | 364 |
|
|
2019
Q1 | $596K | Sell |
18,385
-551
| -3% | -$17.9K | 0.02% | 336 |
|
|
2018
Q4 | $530K | Buy |
18,936
+1,310
| +7% | +$36.7K | 0.03% | 302 |
|
|
2018
Q3 | $682K | Buy |
17,626
+11,429
| +184% | +$442K | 0.03% | 271 |
|
|
2018
Q2 | $252K | Buy |
6,197
+1,774
| +40% | +$72.1K | 0.01% | 323 |
|
|
2018
Q1 | $149K | Sell |
4,423
-1,181
| -21% | -$39.8K | 0.01% | 365 |
|
|
2017
Q4 | $206K | Buy |
+5,604
| New | +$206K | 0.01% | 314 |
|