Laird Norton Wetherby Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $815K | Sell |
19,488
-1,555
| -7% | -$62.4K | 0.03% | 431 |
|
|
2025
Q2 | $788K | Buy |
+21,043
| New | +$761K | 0.04% | 429 |
|
|
2024
Q4 | $638K | Sell |
17,868
-1,794
| -9% | -$69K | 0.03% | 452 |
|
|
2024
Q3 | $726K | Buy |
19,662
+349
| +2% | +$13.5K | 0.03% | 444 |
|
|
2024
Q2 | $736K | Sell |
19,313
-163
| -0.8% | -$6.3K | 0.03% | 423 |
|
|
2024
Q1 | $719K | Buy |
19,476
+738
| +4% | +$24.8K | 0.03% | 445 |
|
|
2023
Q4 | $600K | Sell |
18,738
-132
| -0.7% | -$4.31K | 0.03% | 487 |
|
|
2023
Q3 | $649K | Sell |
18,870
-47
| -0.2% | -$1.51K | 0.04% | 442 |
|
|
2023
Q2 | $555K | Sell |
18,917
-1,360
| -7% | -$40.7K | 0.03% | 502 |
|
|
2023
Q1 | $630K | Buy |
20,277
+1,625
| +9% | +$52.8K | 0.04% | 457 |
|
|
2022
Q4 | $592K | Sell |
18,652
-1,684
| -8% | -$55.4K | 0.04% | 470 |
|
|
2022
Q3 | $572K | Sell |
20,336
-1,189
| -6% | -$37.6K | 0.04% | 446 |
|
|
2022
Q2 | $755K | Sell |
21,525
-388
| -2% | -$14.1K | 0.05% | 362 |
|
|
2022
Q1 | $714K | Buy |
21,913
+143
| +0.7% | +$4.25K | 0.04% | 405 |
|
|
2021
Q4 | $545K | Buy |
21,770
+1,295
| +6% | +$31.5K | 0.03% | 492 |
|
|
2021
Q3 | $425K | Buy |
20,475
+6,401
| +45% | +$128K | 0.03% | 562 |
|
|
2021
Q2 | $337K | Buy |
14,074
+838
| +6% | +$19.2K | 0.02% | 672 |
|
|
2021
Q1 | $277K | Sell |
13,236
-1,523
| -10% | -$29.9K | 0.02% | 631 |
|
|
2020
Q4 | $248K | Buy |
14,759
+3,141
| +27% | +$46.1K | 0.02% | 740 |
|
|
2020
Q3 | $142K | Sell |
11,618
-3,830
| -25% | -$60K | 0.01% | 671 |
|
|
2020
Q2 | $260K | Buy |
+15,448
| New | +$264K | 0.02% | 569 |
|
|
2020
Q1 | – | Sell |
-18,689
| Closed | -$613K | – | 741 |
|
|
2019
Q4 | $613K | Sell |
18,689
-1,301
| -7% | -$40.6K | 0.06% | 348 |
|
|
2019
Q3 | $631K | Sell |
19,990
-470
| -2% | -$14.1K | 0.07% | 330 |
|
|
2019
Q2 | $637K | Buy |
20,460
+1,300
| +7% | +$41.6K | 0.07% | 315 |
|
|
2019
Q1 | $622K | Buy |
19,160
+790
| +4% | +$25.7K | 0.08% | 308 |
|
|
2018
Q4 | $513K | Buy |
18,370
+445
| +2% | +$14.8K | 0.07% | 320 |
|
|
2018
Q3 | $694K | Buy |
17,925
+1,042
| +6% | +$42.2K | 0.09% | 266 |
|
|
2018
Q2 | $687K | Buy |
16,883
+32
| +0.2% | +$1.25K | 0.09% | 258 |
|
|
2018
Q1 | $582K | Buy |
16,851
+1,204
| +8% | +$41.9K | 0.08% | 301 |
|
|
2017
Q4 | $575K | Buy |
15,647
+183
| +1% | +$6.36K | 0.08% | 314 |
|
|
2017
Q3 | $542K | Buy |
15,464
+929
| +6% | +$29.7K | 0.08% | 313 |
|
|
2017
Q2 | $425K | Sell |
14,535
-1,115
| -7% | -$34.3K | 0.07% | 338 |
|
|
2017
Q1 | $481K | Buy |
15,650
+1,439
| +10% | +$45.3K | 0.09% | 300 |
|
|
2016
Q4 | $465K | Buy |
14,211
+1,564
| +12% | +$47.9K | 0.09% | 292 |
|
|
2016
Q3 | $351K | Buy |
12,647
+3,308
| +35% | +$90.3K | 0.07% | 335 |
|
|
2016
Q2 | $259K | Buy |
9,339
+1,872
| +25% | +$51.3K | 0.06% | 398 |
|
|
2016
Q1 | $207K | Sell |
7,467
-6,237
| -46% | -$151K | 0.05% | 435 |
|
|
2015
Q4 | $353K | Sell |
13,704
-2,654
| -16% | -$73.3K | 0.08% | 280 |
|
|
2015
Q3 | $437K | Buy |
16,358
+5,260
| +47% | +$141K | 0.11% | 224 |
|
|
2015
Q2 | $306K | Buy |
11,098
+271
| +3% | +$8.19K | 0.07% | 318 |
|
|
2015
Q1 | $317K | Sell |
10,827
-79
| -0.7% | -$2.35K | 0.08% | 305 |
|
|
2014
Q4 | $347K | Sell |
10,906
-305
| -3% | -$10.1K | 0.09% | 276 |
|
|
2014
Q3 | $406K | Buy |
11,211
+1,137
| +11% | +$45.6K | 0.11% | 222 |
|
|
2014
Q2 | $429K | Sell |
10,074
-316
| -3% | -$12.3K | 0.12% | 209 |
|
|
2014
Q1 | $363K | Sell |
10,390
-1,000
| -9% | -$33.3K | 0.1% | 252 |
|
|
2013
Q4 | $399K | Buy |
11,390
+230
| +2% | +$8.09K | 0.11% | 226 |
|
|
2013
Q3 | $400K | Buy |
11,160
+2,158
| +24% | +$71.8K | 0.12% | 204 |
|
|
2013
Q2 | $265K | Buy |
+9,002
| New | +$271K | 0.09% | 268 |
|
Other funds holding SU
EIM
