Greenleaf Trust’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 | $254K | Sell |
6,791
-2,989
| -31% | -$112K | ﹤0.01% | 692 |
|
|
2025
Q1 | $379K | Buy |
9,780
+35
| +0.4% | +$1.36K | ﹤0.01% | 573 |
|
|
2024
Q4 | $348K | Sell |
9,745
-2,165
| -18% | -$77.2K | ﹤0.01% | 607 |
|
|
2024
Q3 | $440K | Buy |
11,910
+1,423
| +14% | +$52.5K | ﹤0.01% | 544 |
|
|
2024
Q2 | $400K | Buy |
10,487
+2,178
| +26% | +$83K | ﹤0.01% | 532 |
|
|
2024
Q1 | $307K | Sell |
8,309
-3
| -0% | -$111 | ﹤0.01% | 599 |
|
|
2023
Q4 | $266K | Buy |
8,312
+32
| +0.4% | +$1.03K | ﹤0.01% | 629 |
|
|
2023
Q3 | $285K | Sell |
8,280
-57
| -0.7% | -$1.96K | ﹤0.01% | 596 |
|
|
2023
Q2 | $244K | Buy |
8,337
+33
| +0.4% | +$968 | ﹤0.01% | 659 |
|
|
2023
Q1 | $258K | Buy |
8,304
+15
| +0.2% | +$466 | ﹤0.01% | 650 |
|
|
2022
Q4 | $263K | Buy |
8,289
+585
| +8% | +$18.6K | ﹤0.01% | 627 |
|
|
2022
Q3 | $217K | Buy |
7,704
+71
| +0.9% | +$2K | ﹤0.01% | 644 |
|
|
2022
Q2 | $268K | Buy |
+7,633
| New | +$268K | ﹤0.01% | 590 |
|
|
2020
Q1 | – | Sell |
-11,707
| Closed | -$384K | – | 586 |
|
|
2019
Q4 | $384K | Sell |
11,707
-239
| -2% | -$7.84K | 0.01% | 351 |
|
|
2019
Q3 | $377K | Sell |
11,946
-252
| -2% | -$7.95K | 0.01% | 350 |
|
|
2019
Q2 | $380K | Buy |
12,198
+209
| +2% | +$6.51K | 0.01% | 345 |
|
|
2019
Q1 | $389K | Hold |
11,989
| – | – | 0.01% | 318 |
|
|
2018
Q4 | $335K | Hold |
11,989
| – | – | 0.01% | 336 |
|
|
2018
Q3 | $464K | Sell |
11,989
-110
| -0.9% | -$4.26K | 0.01% | 295 |
|
|
2018
Q2 | $492K | Hold |
12,099
| – | – | 0.01% | 274 |
|
|
2018
Q1 | $418K | Buy |
12,099
+110
| +0.9% | +$3.8K | 0.01% | 274 |
|
|
2017
Q4 | $440K | Sell |
11,989
-79
| -0.7% | -$2.9K | 0.01% | 267 |
|
|
2017
Q3 | $423K | Buy |
12,068
+324
| +3% | +$11.4K | 0.01% | 260 |
|
|
2017
Q2 | $343K | Sell |
11,744
-1,454
| -11% | -$42.5K | 0.01% | 258 |
|
|
2017
Q1 | $406K | Buy |
+13,198
| New | +$406K | 0.01% | 183 |
|
|
2016
Q1 | – | Sell |
-455,737
| Closed | -$11.8M | – | 175 |
|
|
2015
Q4 | $11.8M | Sell |
455,737
-23,451
| -5% | -$605K | 0.35% | 25 |
|
|
2015
Q3 | $12.8M | Buy |
479,188
+17,955
| +4% | +$480K | 0.38% | 27 |
|
|
2015
Q2 | $12.7M | Sell |
461,233
-765
| -0.2% | -$21.1K | 0.37% | 28 |
|
|
2015
Q1 | $13.5M | Buy |
461,998
+63,698
| +16% | +$1.86M | 0.41% | 25 |
|
|
2014
Q4 | $12.7M | Buy |
398,300
+24,441
| +7% | +$777K | 0.37% | 26 |
|
|
2014
Q3 | $13.5M | Buy |
373,859
+6,522
| +2% | +$236K | 0.45% | 23 |
|
|
2014
Q2 | $15.7M | Sell |
367,337
-6,479
| -2% | -$276K | 0.5% | 19 |
|
|
2014
Q1 | $13.1M | Sell |
373,816
-135,976
| -27% | -$4.75M | 0.42% | 24 |
|
|
2013
Q4 | $17.9M | Buy |
509,792
+929
| +0.2% | +$32.6K | 0.61% | 11 |
|
|
2013
Q3 | $18.2M | Buy |
508,863
+16,299
| +3% | +$583K | 0.68% | 6 |
|
|
2013
Q2 | $14.5M | Buy |
+492,564
| New | +$14.5M | 0.57% | 6 |
|