Creative Planning’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 | $7.67M | Buy |
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|
2025
Q2 | $6.27M | Buy |
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|
2025
Q1 | $4.76M | Sell |
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|
2024
Q4 | $9.84M | Buy |
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|
2024
Q3 | $9.64M | Buy |
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|
2024
Q2 | $9.53M | Buy |
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|
2024
Q1 | $8.94M | Buy |
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|
2023
Q4 | $7.33M | Buy |
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|
2023
Q3 | $7.61M | Buy |
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|
2023
Q2 | $6.39M | Buy |
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|
2023
Q1 | $6.54M | Sell |
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|
2022
Q4 | $6.71M | Sell |
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|
2022
Q3 | $5.95M | Sell |
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|
2022
Q2 | $7.77M | Buy |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $692K | Buy |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $333K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $697K | Buy |
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|
2019
Q3 | $650K | Buy |
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|
2019
Q2 | $626K | Buy |
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|
2019
Q1 | $649K | Buy |
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|
2018
Q4 | $540K | Sell |
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|
2018
Q3 | $788K | Sell |
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|
2018
Q2 | $830K | Buy |
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|
2018
Q1 | $651K | Sell |
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|
2017
Q4 | $700K | Buy |
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|
2017
Q3 | $664K | Buy |
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|
2017
Q2 | $554K | Sell |
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|
2017
Q1 | $928K | Buy |
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|
2016
Q4 | $647K | Buy |
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|
2016
Q3 | $286K | Buy |
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|
2016
Q2 | $199K | Sell |
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|
2016
Q1 | $333K | Sell |
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|
2015
Q4 | $328K | Buy |
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|
2015
Q3 | $328K | Sell |
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|
2015
Q2 | $353K | Buy |
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|
2015
Q1 | $363K | Buy |
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|
2014
Q4 | $368K | Sell |
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|
2014
Q3 | $546K | Buy |
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|
2014
Q2 | $619K | Buy |
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|
2014
Q1 | $445K | Sell |
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|
2013
Q4 | $534K | Sell |
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|
2013
Q3 | $568K | Buy |
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|
2013
Q2 | $356K | Buy |
|