Creative Planning’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 | $6.27M | Buy |
167,318
+44,506
| +36% | +$1.67M | 0.01% | 685 |
|
|
2025
Q1 | $4.76M | Sell |
122,812
-152,870
| -55% | -$5.92M | ﹤0.01% | 729 |
|
|
2024
Q4 | $9.84M | Buy |
275,682
+14,442
| +6% | +$515K | 0.01% | 450 |
|
|
2024
Q3 | $9.64M | Buy |
261,240
+11,205
| +4% | +$414K | 0.01% | 445 |
|
|
2024
Q2 | $9.53M | Buy |
250,035
+7,889
| +3% | +$301K | 0.01% | 426 |
|
|
2024
Q1 | $8.94M | Buy |
242,146
+13,455
| +6% | +$497K | 0.01% | 438 |
|
|
2023
Q4 | $7.33M | Buy |
228,691
+7,480
| +3% | +$240K | 0.01% | 461 |
|
|
2023
Q3 | $7.61M | Buy |
221,211
+3,149
| +1% | +$108K | 0.01% | 420 |
|
|
2023
Q2 | $6.39M | Buy |
218,062
+7,517
| +4% | +$220K | 0.01% | 449 |
|
|
2023
Q1 | $6.54M | Sell |
210,545
-796
| -0.4% | -$24.7K | 0.01% | 434 |
|
|
2022
Q4 | $6.71M | Sell |
211,341
-157
| -0.1% | -$4.98K | 0.01% | 413 |
|
|
2022
Q3 | $5.95M | Sell |
211,498
-10,027
| -5% | -$282K | 0.01% | 404 |
|
|
2022
Q2 | $7.77M | Buy |
221,525
+205,596
| +1,291% | +$7.21M | 0.01% | 364 |
|
|
2022
Q1 | $519K | Sell |
15,929
-11,728
| -42% | -$382K | ﹤0.01% | 1305 |
|
|
2021
Q4 | $692K | Buy |
27,657
+5,012
| +22% | +$125K | ﹤0.01% | 1126 |
|
|
2021
Q3 | $470K | Buy |
22,645
+12,134
| +115% | +$252K | ﹤0.01% | 1343 |
|
|
2021
Q2 | $252K | Sell |
10,511
-5,444
| -34% | -$131K | ﹤0.01% | 1652 |
|
|
2021
Q1 | $333K | Sell |
15,955
-1,950
| -11% | -$40.7K | ﹤0.01% | 1700 |
|
|
2020
Q4 | $300K | Sell |
17,905
-625
| -3% | -$10.5K | ﹤0.01% | 1606 |
|
|
2020
Q3 | $227K | Sell |
18,530
-1,206
| -6% | -$14.8K | ﹤0.01% | 1581 |
|
|
2020
Q2 | $333K | Buy |
19,736
+881
| +5% | +$14.9K | ﹤0.01% | 1231 |
|
|
2020
Q1 | $298K | Sell |
18,855
-2,381
| -11% | -$37.6K | ﹤0.01% | 1172 |
|
|
2019
Q4 | $697K | Buy |
21,236
+654
| +3% | +$21.5K | ﹤0.01% | 942 |
|
|
2019
Q3 | $650K | Buy |
20,582
+490
| +2% | +$15.5K | ﹤0.01% | 930 |
|
|
2019
Q2 | $626K | Buy |
20,092
+94
| +0.5% | +$2.93K | ﹤0.01% | 952 |
|
|
2019
Q1 | $649K | Buy |
19,998
+702
| +4% | +$22.8K | ﹤0.01% | 907 |
|
|
2018
Q4 | $540K | Sell |
19,296
-1,079
| -5% | -$30.2K | ﹤0.01% | 924 |
|
|
2018
Q3 | $788K | Sell |
20,375
-23
| -0.1% | -$890 | ﹤0.01% | 856 |
|
|
2018
Q2 | $830K | Buy |
20,398
+1,546
| +8% | +$62.9K | ﹤0.01% | 836 |
|
|
2018
Q1 | $651K | Sell |
18,852
-200
| -1% | -$6.91K | ﹤0.01% | 941 |
|
|
2017
Q4 | $700K | Buy |
19,052
+87
| +0.5% | +$3.2K | ﹤0.01% | 886 |
|
|
2017
Q3 | $664K | Buy |
18,965
+1
| +0% | +$35 | ﹤0.01% | 899 |
|
|
2017
Q2 | $554K | Sell |
18,964
-11,224
| -37% | -$328K | ﹤0.01% | 959 |
|
|
2017
Q1 | $928K | Buy |
30,188
+10,400
| +53% | +$320K | 0.01% | 704 |
|
|
2016
Q4 | $647K | Buy |
19,788
+9,489
| +92% | +$310K | ﹤0.01% | 799 |
|
|
2016
Q3 | $286K | Buy |
10,299
+3,139
| +44% | +$87.2K | ﹤0.01% | 1199 |
|
|
2016
Q2 | $199K | Sell |
7,160
-4,827
| -40% | -$134K | ﹤0.01% | 1250 |
|
|
2016
Q1 | $333K | Sell |
11,987
-735
| -6% | -$20.4K | ﹤0.01% | 932 |
|
|
2015
Q4 | $328K | Buy |
12,722
+434
| +4% | +$11.2K | ﹤0.01% | 944 |
|
|
2015
Q3 | $328K | Sell |
12,288
-526
| -4% | -$14K | ﹤0.01% | 919 |
|
|
2015
Q2 | $353K | Buy |
12,814
+414
| +3% | +$11.4K | ﹤0.01% | 754 |
|
|
2015
Q1 | $363K | Buy |
12,400
+830
| +7% | +$24.3K | ﹤0.01% | 885 |
|
|
2014
Q4 | $368K | Sell |
11,570
-3,542
| -23% | -$113K | ﹤0.01% | 831 |
|
|
2014
Q3 | $546K | Buy |
15,112
+583
| +4% | +$21.1K | 0.01% | 619 |
|
|
2014
Q2 | $619K | Buy |
14,529
+1,805
| +14% | +$76.9K | 0.01% | 559 |
|
|
2014
Q1 | $445K | Sell |
12,724
-2,524
| -17% | -$88.3K | 0.01% | 675 |
|
|
2013
Q4 | $534K | Sell |
15,248
-626
| -4% | -$21.9K | 0.01% | 503 |
|
|
2013
Q3 | $568K | Buy |
15,874
+3,789
| +31% | +$136K | 0.01% | 413 |
|
|
2013
Q2 | $356K | Buy |
+12,085
| New | +$356K | 0.01% | 495 |
|