Gradient Investments’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 | $1.27M | Buy |
33,871
+2,748
| +9% | +$103K | 0.02% | 220 |
|
|
2025
Q1 | $1.21M | Sell |
31,123
-2,319
| -7% | -$89.8K | 0.02% | 187 |
|
|
2024
Q4 | $1.19M | Sell |
33,442
-1,754
| -5% | -$62.6K | 0.02% | 183 |
|
|
2024
Q3 | $1.3M | Buy |
35,196
+60
| +0.2% | +$2.22K | 0.03% | 175 |
|
|
2024
Q2 | $1.34M | Sell |
35,136
-96
| -0.3% | -$3.66K | 0.03% | 178 |
|
|
2024
Q1 | $1.3M | Buy |
35,232
+1,198
| +4% | +$44.2K | 0.03% | 178 |
|
|
2023
Q4 | $1.09M | Buy |
34,034
+829
| +2% | +$26.6K | 0.03% | 187 |
|
|
2023
Q3 | $1.14M | Buy |
33,205
+345
| +1% | +$11.9K | 0.03% | 173 |
|
|
2023
Q2 | $963K | Sell |
32,860
-1,179
| -3% | -$34.6K | 0.02% | 179 |
|
|
2023
Q1 | $1.06M | Sell |
34,039
-1,243
| -4% | -$38.6K | 0.03% | 175 |
|
|
2022
Q4 | $1.12M | Buy |
35,282
+5,763
| +20% | +$183K | 0.04% | 178 |
|
|
2022
Q3 | $831K | Sell |
29,519
-3,808
| -11% | -$107K | 0.03% | 189 |
|
|
2022
Q2 | $1.17M | Buy |
33,327
+5,211
| +19% | +$183K | 0.03% | 173 |
|
|
2022
Q1 | $916K | Sell |
28,116
-774
| -3% | -$25.2K | 0.02% | 182 |
|
|
2021
Q4 | $723K | Sell |
28,890
-2,451
| -8% | -$61.3K | 0.02% | 182 |
|
|
2021
Q3 | $650K | Buy |
31,341
+6,149
| +24% | +$128K | 0.02% | 192 |
|
|
2021
Q2 | $604K | Sell |
25,192
-1,575
| -6% | -$37.8K | 0.02% | 198 |
|
|
2021
Q1 | $559K | Buy |
26,767
+25,985
| +3,323% | +$543K | 0.02% | 207 |
|
|
2020
Q4 | $10K | Hold |
782
| – | – | ﹤0.01% | 702 |
|
|
2020
Q3 | $10K | Buy |
+782
| New | +$10K | ﹤0.01% | 705 |
|
|
2019
Q2 | – | Sell |
-16
| Closed | -$1K | – | 1078 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 823 |
|
|
2018
Q4 | $0 | Sell |
16
-35
| -69% | – | ﹤0.01% | 1079 |
|
|
2018
Q3 | $2K | Sell |
51
-67,590
| -100% | -$2.65M | ﹤0.01% | 853 |
|
|
2018
Q2 | $2.75M | Buy |
67,641
+7,387
| +12% | +$301K | 0.15% | 94 |
|
|
2018
Q1 | $2.08M | Buy |
60,254
+12,234
| +25% | +$423K | 0.11% | 107 |
|
|
2017
Q4 | $1.76M | Buy |
48,020
+10,119
| +27% | +$372K | 0.1% | 102 |
|
|
2017
Q3 | $1.33M | Buy |
37,901
+13,254
| +54% | +$464K | 0.08% | 96 |
|
|
2017
Q2 | $720K | Buy |
24,647
+16,266
| +194% | +$475K | 0.05% | 131 |
|
|
2017
Q1 | $258K | Buy |
8,381
+8,333
| +17,360% | +$257K | 0.02% | 203 |
|
|
2016
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 637 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$6K | – | 697 |
|
|
2014
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 410 |
|
|
2014
Q1 | – | Sell |
-32
| Closed | -$1K | – | 620 |
|
|
2013
Q4 | $1K | Buy |
32
+11
| +52% | +$344 | ﹤0.01% | 553 |
|
|
2013
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 463 |
|
|
2013
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 445 |
|