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Loring Wolcott & Coolidge Fiduciary Advisors’s Suncor Energy SU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SU Stock Details SU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$187K Hold
5,000
– – ﹤0.01% 289
2025
Q1 		$175K Hold
5,000
– – ﹤0.01% 279
2024
Q4 		$194K Hold
5,000
– – ﹤0.01% 285
2024
Q3 		$193K Hold
5,000
– – ﹤0.01% 286
2024
Q2 		$192K Hold
5,000
– – ﹤0.01% 275
2024
Q1 		$195K Hold
5,000
– – ﹤0.01% 276
2023
Q4 		$166K Hold
5,000
– – ﹤0.01% 294
2023
Q3 		$171K Hold
5,000
– – ﹤0.01% 301
2023
Q2 		$147K Hold
5,000
– – ﹤0.01% 325
2023
Q1 		$155K Hold
5,000
– – ﹤0.01% 298
2022
Q4 		$159K Hold
5,000
– – ﹤0.01% 296
2022
Q3 		$141K Hold
5,000
– – ﹤0.01% 314
2022
Q2 		$175K Hold
5,000
– – ﹤0.01% 305
2022
Q1 		$163K Hold
5,000
– – ﹤0.01% 322
2021
Q4 		$125K Hold
5,000
– – ﹤0.01% 363
2021
Q3 		$104K Hold
5,000
– – ﹤0.01% 383
2021
Q2 		$120K Buy
+5,000
New +$120K ﹤0.01% 379
2021
Q1 		– Sell
-5,000
Closed -$84K – 651
2020
Q4 		$84K Sell
5,000
-410
-8% -$6.89K ﹤0.01% 373
2020
Q3 		$66K Sell
5,410
-1,395
-20% -$17K ﹤0.01% 368
2020
Q2 		$115K Hold
6,805
– – ﹤0.01% 293
2020
Q1 		$108K Hold
6,805
– – ﹤0.01% 289
2019
Q4 		$223K Hold
6,805
– – ﹤0.01% 263
2019
Q3 		$215K Hold
6,805
– – ﹤0.01% 257
2019
Q2 		$212K Hold
6,805
– – ﹤0.01% 259
2019
Q1 		$221K Hold
6,805
– – ﹤0.01% 250
2018
Q4 		$190K Hold
6,805
– – ﹤0.01% 256
2018
Q3 		$263K Sell
6,805
-1,400
-17% -$54.1K ﹤0.01% 243
2018
Q2 		$334K Sell
8,205
-100
-1% -$4.07K 0.01% 230
2018
Q1 		$287K Hold
8,305
– – 0.01% 240
2017
Q4 		$305K Sell
8,305
-450
-5% -$16.5K 0.01% 238
2017
Q3 		$307K Sell
8,755
-90
-1% -$3.16K 0.01% 242
2017
Q2 		$289K Hold
8,845
– – 0.01% 238
2017
Q1 		$272K Sell
8,845
-160
-2% -$4.92K 0.01% 242
2016
Q4 		$294K Buy
9,005
+160
+2% +$5.22K 0.01% 230
2016
Q3 		$246K Hold
8,845
– – 0.01% 245
2016
Q2 		$245K Buy
8,845
+1,395
+19% +$38.6K 0.01% 241
2016
Q1 		$207K Hold
7,450
– – ﹤0.01% 241
2015
Q4 		$192K Hold
7,450
– – ﹤0.01% 268
2015
Q3 		$205K Hold
7,450
– – 0.01% 269
2015
Q2 		$205K Hold
7,450
– – 0.01% 269
2015
Q1 		$218K Hold
7,450
– – 0.01% 273
2014
Q4 		$237K Sell
7,450
-584
-7% -$18.6K 0.01% 258
2014
Q3 		$290K Buy
8,034
+600
+8% +$21.7K 0.01% 229
2014
Q2 		$317K Sell
7,434
-20,184
-73% -$861K 0.01% 227
2014
Q1 		$966K Buy
27,618
+2,000
+8% +$70K 0.03% 152
2013
Q4 		$898K Sell
25,618
-505
-2% -$17.7K 0.02% 153
2013
Q3 		$935K Sell
26,123
-14,550
-36% -$521K 0.03% 147
2013
Q2 		$1.2M Buy
+40,673
New +$1.2M 0.04% 143