CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Sell |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $733K | Sell |
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|
2021
Q3 | $634K | Sell |
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|
2021
Q2 | $833K | Buy |
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|
2021
Q1 | $716K | Buy |
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|
2020
Q4 | $506K | Sell |
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|
2020
Q3 | $398K | Sell |
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|
2020
Q2 | $638K | Buy |
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|
2020
Q1 | $543K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $573K | Sell |
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|
2019
Q2 | $583K | Buy |
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|
2019
Q1 | $596K | Sell |
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|
2018
Q4 | $530K | Buy |
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|
2018
Q3 | $682K | Buy |
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|
2018
Q2 | $252K | Buy |
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|
2018
Q1 | $149K | Sell |
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|
2017
Q4 | $206K | Buy |
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