Loring Wolcott & Coolidge Fiduciary Advisors’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 | $198K | Hold |
|
|||||
|
2025
Q2 | $187K | Hold |
|
|||||
|
2025
Q1 | $175K | Hold |
|
|||||
|
2024
Q4 | $194K | Hold |
|
|||||
|
2024
Q3 | $193K | Hold |
|
|||||
|
2024
Q2 | $192K | Hold |
|
|||||
|
2024
Q1 | $195K | Hold |
|
|||||
|
2023
Q4 | $166K | Hold |
|
|||||
|
2023
Q3 | $171K | Hold |
|
|||||
|
2023
Q2 | $147K | Hold |
|
|||||
|
2023
Q1 | $155K | Hold |
|
|||||
|
2022
Q4 | $159K | Hold |
|
|||||
|
2022
Q3 | $141K | Hold |
|
|||||
|
2022
Q2 | $175K | Hold |
|
|||||
|
2022
Q1 | $163K | Hold |
|
|||||
|
2021
Q4 | $125K | Hold |
|
|||||
|
2021
Q3 | $104K | Hold |
|
|||||
|
2021
Q2 | $120K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $84K | Sell |
|
|||||
|
2020
Q3 | $66K | Sell |
|
|||||
|
2020
Q2 | $115K | Hold |
|
|||||
|
2020
Q1 | $108K | Hold |
|
|||||
|
2019
Q4 | $223K | Hold |
|
|||||
|
2019
Q3 | $215K | Hold |
|
|||||
|
2019
Q2 | $212K | Hold |
|
|||||
|
2019
Q1 | $221K | Hold |
|
|||||
|
2018
Q4 | $190K | Hold |
|
|||||
|
2018
Q3 | $263K | Sell |
|
|||||
|
2018
Q2 | $334K | Sell |
|
|||||
|
2018
Q1 | $287K | Hold |
|
|||||
|
2017
Q4 | $305K | Sell |
|
|||||
|
2017
Q3 | $307K | Sell |
|
|||||
|
2017
Q2 | $289K | Hold |
|
|||||
|
2017
Q1 | $272K | Sell |
|
|||||
|
2016
Q4 | $294K | Buy |
|
|||||
|
2016
Q3 | $246K | Hold |
|
|||||
|
2016
Q2 | $245K | Buy |
|
|||||
|
2016
Q1 | $207K | Hold |
|
|||||
|
2015
Q4 | $192K | Hold |
|
|||||
|
2015
Q3 | $205K | Hold |
|
|||||
|
2015
Q2 | $205K | Hold |
|
|||||
|
2015
Q1 | $218K | Hold |
|
|||||
|
2014
Q4 | $237K | Sell |
|
|||||
|
2014
Q3 | $290K | Buy |
|
|||||
|
2014
Q2 | $317K | Sell |
|
|||||
|
2014
Q1 | $966K | Buy |
|
|||||
|
2013
Q4 | $898K | Sell |
|
|||||
|
2013
Q3 | $935K | Sell |
|
|||||
|
2013
Q2 | $1.2M | Buy |
|