Inlet Private Wealth’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 | $6.79M | Sell |
102,770
-3,900
| -4% | -$216K | 1.74% | 17 |
|
|
2025
Q4 | $4.73M | Hold |
106,670
| – | – | 1.1% | 26 |
|
|
2025
Q3 | $4.46M | Sell |
106,670
-185
| -0.2% | -$7.42K | 1.01% | 32 |
|
|
2025
Q2 | $4M | Hold |
106,855
| – | – | 0.98% | 33 |
|
|
2025
Q1 | $4.14M | Hold |
106,855
| – | – | 1.08% | 32 |
|
|
2024
Q4 | $3.81M | Sell |
106,855
-1,100
| -1% | -$42.3K | 1.01% | 35 |
|
|
2024
Q3 | $3.99M | Buy |
107,955
+500
| +0.5% | +$19.3K | 1.01% | 37 |
|
|
2024
Q2 | $4.09M | Sell |
107,455
-200
| -0.2% | -$7.73K | 1.12% | 33 |
|
|
2024
Q1 | $3.97M | Buy |
107,655
+650
| +0.6% | +$21.9K | 1.11% | 32 |
|
|
2023
Q4 | $3.43M | Sell |
107,005
-1,140
| -1% | -$37.2K | 1.05% | 35 |
|
|
2023
Q3 | $3.72M | Sell |
108,145
-5,900
| -5% | -$189K | 1.22% | 28 |
|
|
2023
Q2 | $3.34M | Buy |
114,045
+1,050
| +0.9% | +$31.4K | 0.84% | 36 |
|
|
2023
Q1 | $3.51M | Sell |
112,995
-3,700
| -3% | -$120K | 0.91% | 38 |
|
|
2022
Q4 | $3.7M | Buy |
116,695
+3,500
| +3% | +$115K | 0.98% | 36 |
|
|
2022
Q3 | $3.19M | Hold |
113,195
| – | – | 0.95% | 34 |
|
|
2022
Q2 | $3.97M | Sell |
113,195
-2,600
| -2% | -$94.7K | 1.13% | 27 |
|
|
2022
Q1 | $3.77M | Buy |
115,795
+8,000
| +7% | +$237K | 0.94% | 36 |
|
|
2021
Q4 | $2.7M | Sell |
107,795
-995
| -0.9% | -$24.2K | 0.65% | 51 |
|
|
2021
Q3 | $2.26M | Sell |
108,790
-10,900
| -9% | -$218K | 0.6% | 57 |
|
|
2021
Q2 | $2.87M | Buy |
119,690
+15
| +0% | +$344 | 0.75% | 52 |
|
|
2021
Q1 | $2.5M | Buy |
119,675
+83,350
| +229% | +$1.63M | 0.72% | 51 |
|
|
2020
Q4 | $610K | Sell |
36,325
-11,334
| -24% | -$166K | 0.2% | 88 |
|
|
2020
Q3 | $583K | Hold |
47,659
| – | – | 0.23% | 85 |
|
|
2020
Q2 | $804K | Hold |
47,659
| – | – | 0.32% | 71 |
|
|
2020
Q1 | $753K | Buy |
47,659
+575
| +1% | +$15.1K | 0.35% | 71 |
|
|
2019
Q4 | $1.54M | Buy |
47,084
+2,309
| +5% | +$72.1K | 0.51% | 56 |
|
|
2019
Q3 | $1.41M | Hold |
44,775
| – | – | 0.52% | 60 |
|
|
2019
Q2 | $1.45M | Buy |
44,775
+8,555
| +24% | +$274K | 0.52% | 55 |
|
|
2019
Q1 | $1.18M | Buy |
36,220
+4,030
| +13% | +$131K | 0.47% | 62 |
|
|
2018
Q4 | $900K | Buy |
+32,190
| New | +$1.07M | 0.48% | 54 |
|
Other funds holding SU
EIM
VCM
