Cerity Partners’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 | $2.56M | Sell |
68,224
-3,897
| -5% | -$146K | ﹤0.01% | 1100 |
|
|
2025
Q1 | $2.79M | Buy |
72,121
+31,077
| +76% | +$1.2M | 0.01% | 963 |
|
|
2024
Q4 | $1.48M | Sell |
41,044
-4,493
| -10% | -$162K | ﹤0.01% | 1247 |
|
|
2024
Q3 | $1.68M | Buy |
45,537
+19,939
| +78% | +$736K | ﹤0.01% | 1171 |
|
|
2024
Q2 | $975K | Sell |
25,598
-6,287
| -20% | -$240K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $1.19M | Buy |
31,885
+10,590
| +50% | +$395K | ﹤0.01% | 1200 |
|
|
2023
Q4 | $682K | Buy |
21,295
+11,344
| +114% | +$363K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $342K | Sell |
9,951
-13,025
| -57% | -$448K | ﹤0.01% | 1108 |
|
|
2023
Q2 | $674K | Buy |
22,976
+8,980
| +64% | +$263K | ﹤0.01% | 1063 |
|
|
2023
Q1 | $435K | Buy |
13,996
+677
| +5% | +$21K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $423K | Buy |
13,319
+1,761
| +15% | +$55.9K | ﹤0.01% | 1010 |
|
|
2022
Q3 | $326K | Sell |
11,558
-3,255
| -22% | -$91.8K | ﹤0.01% | 855 |
|
|
2022
Q2 | $520K | Buy |
14,813
+4,926
| +50% | +$173K | 0.01% | 727 |
|
|
2022
Q1 | $323K | Sell |
9,887
-1,839
| -16% | -$60.1K | 0.01% | 703 |
|
|
2021
Q4 | $292K | Buy |
+11,726
| New | +$292K | ﹤0.01% | 777 |
|
|
2020
Q1 | – | Sell |
-9,797
| Closed | -$321K | – | 512 |
|
|
2019
Q4 | $321K | Sell |
9,797
-1,472
| -13% | -$48.2K | 0.02% | 423 |
|
|
2019
Q3 | $356K | Buy |
11,269
+4
| +0% | +$126 | 0.02% | 366 |
|
|
2019
Q2 | $351K | Buy |
11,265
+896
| +9% | +$27.9K | 0.02% | 369 |
|
|
2019
Q1 | $336K | Buy |
+10,369
| New | +$336K | 0.02% | 398 |
|
|
2018
Q4 | – | Sell |
-6,731
| Closed | -$260K | – | 554 |
|
|
2018
Q3 | $260K | Buy |
+6,731
| New | +$260K | 0.02% | 448 |
|
|
2018
Q1 | – | Sell |
-6,330
| Closed | -$232K | – | 577 |
|
|
2017
Q4 | $232K | Sell |
6,330
-673
| -10% | -$24.7K | 0.02% | 505 |
|
|
2017
Q3 | $245K | Buy |
+7,003
| New | +$245K | 0.02% | 489 |
|