Jones Financial Companies’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 | $35.5M | Buy |
532,934
+421,502
| +378% | +$23.3M | 0.02% | 437 |
|
|
2025
Q4 | $4.94M | Buy |
111,432
+5,598
| +5% | +$237K | ﹤0.01% | 649 |
|
|
2025
Q3 | $4.51M | Buy |
105,834
+11,777
| +13% | +$472K | ﹤0.01% | 603 |
|
|
2025
Q2 | $3.54M | Buy |
94,057
+9,453
| +11% | +$342K | ﹤0.01% | 591 |
|
|
2025
Q1 | $3.24M | Buy |
84,604
+16,756
| +25% | +$639K | ﹤0.01% | 527 |
|
|
2024
Q4 | $2.42M | Buy |
67,848
+31,366
| +86% | +$1.21M | ﹤0.01% | 513 |
|
|
2024
Q3 | $1.34M | Buy |
36,482
+14,821
| +68% | +$572K | ﹤0.01% | 534 |
|
|
2024
Q2 | $825K | Buy |
21,661
+18,829
| +665% | +$728K | ﹤0.01% | 456 |
|
|
2024
Q1 | $105K | Buy |
2,832
+236
| +9% | +$7.94K | ﹤0.01% | 581 |
|
|
2023
Q4 | $83.2K | Sell |
2,596
-21
| -0.8% | -$686 | ﹤0.01% | 423 |
|
|
2023
Q3 | $90K | Buy |
2,617
+1,422
| +119% | +$45.6K | ﹤0.01% | 321 |
|
|
2023
Q2 | $35K | Sell |
1,195
-1,489
| -55% | -$44.5K | ﹤0.01% | 382 |
|
|
2023
Q1 | $83.3K | Buy |
2,684
+539
| +25% | +$17.5K | ﹤0.01% | 319 |
|
|
2022
Q4 | $68K | Sell |
2,145
-147
| -6% | -$4.83K | ﹤0.01% | 328 |
|
|
2022
Q3 | $64K | Buy |
2,292
+894
| +64% | +$28.2K | ﹤0.01% | 317 |
|
|
2022
Q2 | $49K | Buy |
1,398
+89
| +7% | +$3.24K | ﹤0.01% | 337 |
|
|
2022
Q1 | $43K | Buy |
1,309
+92
| +8% | +$2.73K | ﹤0.01% | 365 |
|
|
2021
Q4 | $30K | Hold |
1,217
| – | – | ﹤0.01% | 419 |
|
|
2021
Q3 | $25K | Sell |
1,217
-458
| -27% | -$9.16K | ﹤0.01% | 401 |
|
|
2021
Q2 | $40K | Buy |
1,675
+277
| +20% | +$6.35K | ﹤0.01% | 331 |
|
|
2021
Q1 | $29K | Buy |
1,398
+108
| +8% | +$2.12K | ﹤0.01% | 419 |
|
|
2020
Q4 | $22K | Buy |
+1,290
| New | +$18.9K | ﹤0.01% | 355 |
|
|
2017
Q4 | – | Sell |
-5,874
| Closed | -$206K | – | 228 |
|
|
2017
Q3 | $206K | Sell |
5,874
-2,918
| -33% | -$93.1K | ﹤0.01% | 208 |
|
|
2017
Q2 | $257K | Sell |
8,792
-3,221
| -27% | -$99K | ﹤0.01% | 200 |
|
|
2017
Q1 | $369K | Sell |
12,013
-4,914
| -29% | -$155K | ﹤0.01% | 184 |
|
|
2016
Q4 | $554K | Sell |
16,927
-6,075
| -26% | -$186K | ﹤0.01% | 170 |
|
|
2016
Q3 | $639K | Sell |
23,002
-5,674
| -20% | -$155K | ﹤0.01% | 162 |
|
|
2016
Q2 | $795K | Sell |
28,676
-13,764
| -32% | -$377K | ﹤0.01% | 156 |
|
|
2016
Q1 | $1.18M | Sell |
42,440
-22,922
| -35% | -$554K | 0.01% | 139 |
|
|
2015
Q4 | $1.69M | Sell |
65,362
-96,519
| -60% | -$2.66M | 0.01% | 130 |
|
|
2015
Q3 | $4.33M | Sell |
161,881
-56,359
| -26% | -$1.51M | 0.03% | 81 |
|
|
2015
Q2 | $6.01M | Sell |
218,240
-6,369
| -3% | -$192K | 0.04% | 68 |
|
|
2015
Q1 | $6.57M | Buy |
224,609
+117,741
| +110% | +$3.5M | 0.04% | 66 |
|
|
2014
Q4 | $3.4M | Sell |
106,868
-16,728
| -14% | -$553K | 0.02% | 94 |
|
|
2014
Q3 | $4.47M | Buy |
123,596
+8,995
| +8% | +$361K | 0.03% | 76 |
|
|
2014
Q2 | $4.88M | Buy |
114,601
+9,941
| +9% | +$387K | 0.04% | 73 |
|
|
2014
Q1 | $3.66M | Buy |
104,660
+11,604
| +12% | +$386K | 0.03% | 82 |
|
|
2013
Q4 | $3.26M | Buy |
93,056
+8,203
| +10% | +$288K | 0.03% | 93 |
|
|
2013
Q3 | $3.04M | Buy |
84,853
+8,302
| +11% | +$276K | 0.03% | 87 |
|
|
2013
Q2 | $2.26M | Buy |
+76,551
| New | +$2.31M | 0.02% | 97 |
|
Other funds holding SU
EIM
VCM
