Envestnet Asset Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.8M | Sell |
450,179
-135,788
| -23% | -$7.51M | 0.01% | 1083 |
|
|
2025
Q4 | $26M | Buy |
585,967
+56,605
| +11% | +$2.39M | 0.01% | 1065 |
|
|
2025
Q3 | $22.1M | Sell |
529,362
-107,376
| -17% | -$4.31M | 0.01% | 1211 |
|
|
2025
Q2 | $23.8M | Buy |
636,738
+27,711
| +5% | +$1M | 0.01% | 1141 |
|
|
2025
Q1 | $23.6M | Sell |
609,027
-10,129
| -2% | -$386K | 0.01% | 1093 |
|
|
2024
Q4 | $22.1M | Sell |
619,156
-30,103
| -5% | -$1.16M | 0.01% | 1131 |
|
|
2024
Q3 | $24M | Sell |
649,259
-7,376
| -1% | -$285K | 0.01% | 1071 |
|
|
2024
Q2 | $25M | Buy |
656,635
+36,069
| +6% | +$1.39M | 0.01% | 1000 |
|
|
2024
Q1 | $22.9M | Sell |
620,566
-305,895
| -33% | -$10.3M | 0.01% | 1031 |
|
|
2023
Q4 | $29.7M | Buy |
926,461
+54,953
| +6% | +$1.79M | 0.01% | 836 |
|
|
2023
Q3 | $30M | Buy |
871,508
+345,757
| +66% | +$11.1M | 0.01% | 780 |
|
|
2023
Q2 | $15.4M | Buy |
525,751
+2,030
| +0.4% | +$60.7K | 0.01% | 1054 |
|
|
2023
Q1 | $16.3M | Buy |
523,721
+124,000
| +31% | +$4.03M | 0.01% | 989 |
|
|
2022
Q4 | $12.7M | Buy |
399,721
+20,403
| +5% | +$671K | 0.01% | 1075 |
|
|
2022
Q3 | $10.7M | Buy |
379,318
+67,869
| +22% | +$2.14M | 0.01% | 1095 |
|
|
2022
Q2 | $10.9M | Buy |
311,449
+41,113
| +15% | +$1.5M | 0.01% | 1098 |
|
|
2022
Q1 | $8.81M | Buy |
270,336
+108,050
| +67% | +$3.21M | ﹤0.01% | 1282 |
|
|
2021
Q4 | $4.06M | Sell |
162,286
-19,929
| -11% | -$485K | ﹤0.01% | 1711 |
|
|
2021
Q3 | $3.78M | Buy |
182,215
+5,230
| +3% | +$105K | ﹤0.01% | 1699 |
|
|
2021
Q2 | $4.24M | Buy |
176,985
+11,464
| +7% | +$263K | ﹤0.01% | 1620 |
|
|
2021
Q1 | $3.46M | Buy |
165,521
+31,342
| +23% | +$614K | ﹤0.01% | 1627 |
|
|
2020
Q4 | $2.25M | Sell |
134,179
-4,089
| -3% | -$60.1K | ﹤0.01% | 1691 |
|
|
2020
Q3 | $1.69M | Sell |
138,268
-13,715
| -9% | -$215K | ﹤0.01% | 1715 |
|
|
2020
Q2 | $2.56M | Buy |
151,983
+8,000
| +6% | +$137K | ﹤0.01% | 1440 |
|
|
2020
Q1 | $2.27M | Sell |
143,983
-15,606
| -10% | -$409K | ﹤0.01% | 1354 |
|
|
2019
Q4 | $5.24M | Sell |
159,589
-14,211
| -8% | -$444K | 0.01% | 1108 |
|
|
2019
Q3 | $5.49M | Sell |
173,800
-19,722
| -10% | -$593K | 0.01% | 1012 |
|
|
2019
Q2 | $6.03M | Buy |
193,522
+6,800
| +4% | +$218K | 0.01% | 955 |
|
|
2019
Q1 | $6.05M | Sell |
186,722
-10,986
| -6% | -$358K | 0.01% | 905 |
|
|
2018
Q4 | $5.53M | Buy |
+197,708
| New | +$6.57M | 0.01% | 838 |
|
|
2018
Q3 | – | Sell |
-53,117
| Closed | -$2.16M | – | 2445 |
|
|
2018
Q2 | $2.16M | Buy |
53,117
+2,943
| +6% | +$115K | ﹤0.01% | 787 |
|
|
2018
Q1 | $1.75M | Sell |
50,174
-23,276
| -32% | -$811K | 0.01% | 752 |
|
|
2017
Q4 | $2.7M | Sell |
73,450
-5,783
| -7% | -$201K | 0.01% | 827 |
|
|
2017
Q3 | $2.78M | Sell |
79,233
-416
| -0.5% | -$13.3K | 0.01% | 774 |
|
|
2017
Q2 | $2.33M | Sell |
79,649
-844
| -1% | -$25.9K | 0.01% | 862 |
|
|
2017
Q1 | $2.48M | Sell |
80,493
-1,647
| -2% | -$51.9K | 0.01% | 850 |
|
|
2016
Q4 | $2.68M | Buy |
82,140
+33,374
| +68% | +$1.02M | 0.01% | 793 |
|
|
2016
Q3 | $1.35M | Sell |
48,766
-22,258
| -31% | -$608K | 0.01% | 1109 |
|
|
2016
Q2 | $1.97M | Sell |
71,024
-607
| -0.8% | -$16.6K | 0.01% | 1045 |
|
|
2016
Q1 | $1.99M | Buy |
71,631
+3,273
| +5% | +$79.2K | 0.01% | 990 |
|
|
2015
Q4 | $1.76M | Sell |
68,358
-2,635
| -4% | -$72.7K | 0.01% | 1019 |
|
|
2015
Q3 | $1.9M | Sell |
70,993
-7,150
| -9% | -$192K | 0.01% | 984 |
|
|
2015
Q2 | $2.15M | Sell |
78,143
-31,375
| -29% | -$948K | 0.01% | 1011 |
|
|
2015
Q1 | $3.2M | Buy |
109,518
+105,615
| +2,706% | +$3.14M | 0.02% | 754 |
|
|
2014
Q4 | $124K | Sell |
3,903
-5,557
| -59% | -$184K | ﹤0.01% | 1124 |
|
|
2014
Q3 | $342K | Sell |
9,460
-3,102
| -25% | -$125K | ﹤0.01% | 893 |
|
|
2014
Q2 | $536K | Buy |
12,562
+4,774
| +61% | +$186K | 0.01% | 741 |
|
|
2014
Q1 | $272K | Buy |
7,788
+738
| +10% | +$24.6K | ﹤0.01% | 815 |
|
|
2013
Q4 | $247K | Buy |
7,050
+3,859
| +121% | +$136K | ﹤0.01% | 781 |
|
|
2013
Q3 | $114K | Sell |
3,191
-399
| -11% | -$13.3K | ﹤0.01% | 941 |
|
|
2013
Q2 | $106K | Buy |
+3,590
| New | +$108K | ﹤0.01% | 959 |
|
Other funds holding SU
EIM
VCM
