IFP Advisors’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 | $53.5K | Buy |
1,428
+309
| +28% | +$11.6K | ﹤0.01% | 2010 |
|
|
2025
Q1 | $43.3K | Buy |
1,119
+93
| +9% | +$3.6K | ﹤0.01% | 1953 |
|
|
2024
Q4 | $36.6K | Buy |
1,026
+168
| +20% | +$5.99K | ﹤0.01% | 1977 |
|
|
2024
Q3 | $31.7K | Sell |
858
-21
| -2% | -$775 | ﹤0.01% | 1937 |
|
|
2024
Q2 | $33.5K | Hold |
879
| – | – | ﹤0.01% | 1839 |
|
|
2024
Q1 | $32.4K | Sell |
879
-1,060
| -55% | -$39.1K | ﹤0.01% | 1754 |
|
|
2023
Q4 | $62.1K | Sell |
1,939
-500
| -21% | -$16K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $83.9K | Buy |
2,439
+500
| +26% | +$17.2K | ﹤0.01% | 1345 |
|
|
2023
Q2 | $56.9K | Sell |
1,939
-54
| -3% | -$1.58K | ﹤0.01% | 1553 |
|
|
2023
Q1 | $80.7K | Sell |
1,993
-4,009
| -67% | -$162K | ﹤0.01% | 1354 |
|
|
2022
Q4 | $251K | Sell |
6,002
-1,937
| -24% | -$81K | 0.01% | 1237 |
|
|
2022
Q3 | $333K | Buy |
7,939
+1,185
| +18% | +$49.7K | 0.01% | 1137 |
|
|
2022
Q2 | $286K | Hold |
6,754
| – | – | 0.01% | 1100 |
|
|
2022
Q1 | $286K | Buy |
6,754
+6,034
| +838% | +$256K | 0.01% | 1100 |
|
|
2021
Q4 | $20K | Sell |
720
-18
| -2% | -$500 | ﹤0.01% | 1916 |
|
|
2021
Q3 | $17K | Sell |
738
-361
| -33% | -$8.32K | ﹤0.01% | 2012 |
|
|
2021
Q2 | $25K | Buy |
1,099
+331
| +43% | +$7.53K | ﹤0.01% | 1832 |
|
|
2021
Q1 | $15K | Sell |
768
-703
| -48% | -$13.7K | ﹤0.01% | 1966 |
|
|
2020
Q4 | $25K | Buy |
1,471
+230
| +19% | +$3.91K | ﹤0.01% | 1716 |
|
|
2020
Q3 | $15K | Sell |
1,241
-61
| -5% | -$737 | ﹤0.01% | 1760 |
|
|
2020
Q2 | $22K | Sell |
1,302
-198
| -13% | -$3.35K | ﹤0.01% | 1535 |
|
|
2020
Q1 | $19K | Sell |
1,500
-457
| -23% | -$5.79K | ﹤0.01% | 1504 |
|
|
2019
Q4 | $64K | Sell |
1,957
-641
| -25% | -$21K | ﹤0.01% | 1159 |
|
|
2019
Q3 | $82K | Buy |
+2,598
| New | +$82K | 0.01% | 1157 |
|
|
2019
Q1 | $17K | Sell |
522
-5,544
| -91% | -$181K | ﹤0.01% | 1414 |
|
|
2018
Q4 | $168K | Buy |
6,066
+673
| +12% | +$18.6K | 0.01% | 932 |
|
|
2018
Q3 | $209K | Sell |
5,393
-732
| -12% | -$28.4K | 0.01% | 1051 |
|
|
2018
Q2 | $249K | Buy |
6,125
+1,589
| +35% | +$64.6K | 0.01% | 951 |
|
|
2018
Q1 | $167K | Hold |
4,536
| – | – | 0.01% | 1072 |
|
|
2017
Q4 | $167K | Sell |
4,536
-1,683
| -27% | -$62K | 0.01% | 1072 |
|
|
2017
Q3 | $218K | Buy |
6,219
+195
| +3% | +$6.84K | 0.01% | 1090 |
|
|
2017
Q2 | $176K | Sell |
6,024
-668
| -10% | -$19.5K | 0.01% | 1199 |
|
|
2017
Q1 | $206K | Sell |
6,692
-2
| -0% | -$62 | 0.01% | 1099 |
|
|
2016
Q4 | $219K | Buy |
6,694
+628
| +10% | +$20.5K | 0.01% | 1001 |
|
|
2016
Q3 | $169K | Sell |
6,066
-207
| -3% | -$5.77K | 0.01% | 1082 |
|
|
2016
Q2 | $174K | Buy |
6,273
+5,751
| +1,102% | +$160K | 0.01% | 1039 |
|
|
2016
Q1 | $17K | Sell |
522
-4,486
| -90% | -$146K | ﹤0.01% | 1414 |
|
|
2015
Q4 | $129K | Buy |
+5,008
| New | +$129K | 0.01% | 1031 |
|