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Concourse Financial Group Securities’s Suncor Energy SU Stock Holding History

Concourse Financial Group Securities’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-732
Closed -$28.7K – 1811
2024
Q4 		$28.7K Sell
732
-92
-11% -$3.54K ﹤0.01% 1423
2024
Q3 		$30.4K Sell
824
-139
-14% -$5.37K ﹤0.01% 1383
2024
Q2 		$36.7K Sell
963
-131
-12% -$5.06K ﹤0.01% 1313
2024
Q1 		$40.4K Sell
1,094
-134
-11% -$4.51K ﹤0.01% 1277
2023
Q4 		$39.3K Sell
1,228
-1,292
-51% -$42.2K ﹤0.01% 1226
2023
Q3 		$86.6K Sell
2,520
-84
-3% -$2.69K 0.01% 903
2023
Q2 		$76.3K Buy
2,604
+343
+15% +$10.3K 0.01% 938
2023
Q1 		$70.2K Buy
2,261
+1,191
+111% +$38.7K 0.01% 975
2022
Q4 		$34K Hold
1,070
– – ﹤0.01% 1245
2022
Q3 		$30K Buy
1,070
+470
+78% +$14.8K ﹤0.01% 1155
2022
Q2 		$21K Hold
600
– – ﹤0.01% 1444
2022
Q1 		$20K Sell
600
-168
-22% -$4.99K ﹤0.01% 1489
2021
Q4 		$19K Hold
768
– – ﹤0.01% 1664
2021
Q3 		$16K Hold
768
– – ﹤0.01% 1732
2021
Q2 		$18K Hold
768
– – ﹤0.01% 1683
2021
Q1 		$16K Hold
768
– – ﹤0.01% 1636
2020
Q4 		$13K Hold
768
– – ﹤0.01% 1615
2020
Q3 		$9K Buy
768
+600
+357% +$9.39K ﹤0.01% 1619
2020
Q2 		$3K Sell
168
-1,186
-88% -$20.3K ﹤0.01% 1850
2020
Q1 		$21K Buy
1,354
+1,186
+706% +$31.1K ﹤0.01% 1222
2019
Q4 		$6K Hold
168
– – ﹤0.01% 1587
2019
Q3 		$5K Hold
168
– – ﹤0.01% 1338
2019
Q2 		$5K Hold
168
– – ﹤0.01% 1759
2019
Q1 		$5K Sell
168
-62
-27% -$2.02K ﹤0.01% 1758
2018
Q4 		$6K Buy
230
+75
+48% +$2.49K ﹤0.01% 1613
2018
Q3 		$6K Buy
+155
New +$6.27K ﹤0.01% 1355

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Concourse Financial Group Securities's SU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 732 shares — an estimated $28.7K sold.

Concourse Financial Group Securities first reported a position in SU in Q3 2018 and held it in 26 quarters. The position peaked at $86.6K in Q3 2023. 659 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 732 Suncor Energy shares in Q1 2025, an estimated $28.7K.
  • Concourse Financial Group Securities first reported a position in Suncor Energy in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Suncor Energy position peaked at $86.6K in Q3 2023.
  • 659 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.