LPL Financial’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 | $15.1M | Sell |
227,687
-4,987
| -2% | -$276K | ﹤0.01% | 1678 |
|
|
2025
Q4 | $10.3M | Sell |
232,674
-10,803
| -4% | -$457K | ﹤0.01% | 1900 |
|
|
2025
Q3 | $10.2M | Buy |
243,477
+33,384
| +16% | +$1.34M | ﹤0.01% | 1841 |
|
|
2025
Q2 | $7.87M | Buy |
210,093
+9,745
| +5% | +$352K | ﹤0.01% | 1937 |
|
|
2025
Q1 | $7.76M | Sell |
200,348
-36,453
| -15% | -$1.39M | ﹤0.01% | 1795 |
|
|
2024
Q4 | $8.45M | Sell |
236,801
-39,343
| -14% | -$1.51M | ﹤0.01% | 1661 |
|
|
2024
Q3 | $10.2M | Buy |
276,144
+5,802
| +2% | +$224K | ﹤0.01% | 1451 |
|
|
2024
Q2 | $10.3M | Buy |
270,342
+23,622
| +10% | +$913K | 0.01% | 1356 |
|
|
2024
Q1 | $9.11M | Sell |
246,720
-49,409
| -17% | -$1.66M | ﹤0.01% | 1398 |
|
|
2023
Q4 | $9.49M | Buy |
296,129
+40,344
| +16% | +$1.32M | 0.01% | 1290 |
|
|
2023
Q3 | $8.79M | Buy |
255,785
+10,251
| +4% | +$329K | 0.01% | 1237 |
|
|
2023
Q2 | $7.2M | Buy |
245,534
+534
| +0.2% | +$16K | 0.01% | 1348 |
|
|
2023
Q1 | $7.61M | Buy |
245,000
+9,775
| +4% | +$318K | 0.01% | 1251 |
|
|
2022
Q4 | $7.46M | Buy |
235,225
+117,817
| +100% | +$3.87M | 0.01% | 1219 |
|
|
2022
Q3 | $3.31M | Sell |
117,408
-20,487
| -15% | -$647K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $4.84M | Buy |
137,895
+10,898
| +9% | +$397K | ﹤0.01% | 1423 |
|
|
2022
Q1 | $4.14M | Buy |
126,997
+13,497
| +12% | +$401K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $2.84M | Buy |
113,500
+3,438
| +3% | +$83.7K | ﹤0.01% | 1837 |
|
|
2021
Q3 | $2.28M | Sell |
110,062
-97
| -0.1% | -$1.94K | ﹤0.01% | 1943 |
|
|
2021
Q2 | $2.64M | Buy |
110,159
+6,241
| +6% | +$143K | ﹤0.01% | 1766 |
|
|
2021
Q1 | $2.17M | Buy |
103,918
+16,244
| +19% | +$318K | ﹤0.01% | 1779 |
|
|
2020
Q4 | $1.47M | Sell |
87,674
-14,841
| -14% | -$218K | ﹤0.01% | 1892 |
|
|
2020
Q3 | $1.25M | Sell |
102,515
-1,292
| -1% | -$20.2K | ﹤0.01% | 1761 |
|
|
2020
Q2 | $1.75M | Sell |
103,807
-2,347
| -2% | -$40.1K | ﹤0.01% | 1429 |
|
|
2020
Q1 | $1.68M | Sell |
106,154
-7,849
| -7% | -$206K | ﹤0.01% | 1301 |
|
|
2019
Q4 | $3.74M | Buy |
114,003
+39,810
| +54% | +$1.24M | 0.01% | 981 |
|
|
2019
Q3 | $2.34M | Sell |
74,193
-82
| -0.1% | -$2.47K | ﹤0.01% | 1162 |
|
|
2019
Q2 | $2.31M | Sell |
74,275
-37,343
| -33% | -$1.19M | ﹤0.01% | 1168 |
|
|
2019
Q1 | $3.62M | Sell |
111,618
-1,490
| -1% | -$48.5K | 0.01% | 899 |
|
|
2018
Q4 | $3.16M | Buy |
113,108
+2,062
| +2% | +$68.5K | 0.01% | 883 |
|
|
2018
Q3 | $4.3M | Sell |
111,046
-5,619
| -5% | -$227K | 0.01% | 814 |
|
|
2018
Q2 | $4.75M | Buy |
116,665
+4,591
| +4% | +$179K | 0.01% | 734 |
|
|
2018
Q1 | $3.87M | Buy |
112,074
+18,102
| +19% | +$631K | 0.01% | 799 |
|
|
2017
Q4 | $3.45M | Buy |
93,972
+6,605
| +8% | +$229K | 0.01% | 799 |
|
|
2017
Q3 | $3.06M | Buy |
87,367
+13,131
| +18% | +$419K | 0.01% | 797 |
|
|
2017
Q2 | $2.17M | Buy |
74,236
+46,188
| +165% | +$1.42M | 0.01% | 888 |
|
|
2017
Q1 | $852K | Buy |
28,048
+96
| +0.3% | +$3.02K | 0.01% | 1373 |
|
|
2016
Q4 | $920K | Sell |
27,952
-22,784
| -45% | -$698K | 0.01% | 1269 |
|
|
2016
Q3 | $1.4M | Sell |
50,736
-2,931
| -5% | -$80K | 0.01% | 968 |
|
|
2016
Q2 | $1.51M | Sell |
53,667
-43,984
| -45% | -$1.21M | 0.01% | 917 |
|
|
2016
Q1 | $2.6M | Sell |
97,651
-12,937
| -12% | -$313K | 0.01% | 1036 |
|
|
2015
Q4 | $2.8M | Buy |
110,588
+49,299
| +80% | +$1.36M | 0.01% | 981 |
|
|
2015
Q3 | $1.62M | Sell |
61,289
-2,820
| -4% | -$75.7K | 0.01% | 949 |
|
|
2015
Q2 | $1.74M | Buy |
64,109
+7,433
| +13% | +$225K | 0.01% | 996 |
|
|
2015
Q1 | $1.67M | Buy |
56,676
+4,645
| +9% | +$138K | 0.01% | 1008 |
|
|
2014
Q4 | $1.65M | Sell |
52,031
-4,823
| -8% | -$160K | 0.01% | 1003 |
|
|
2014
Q3 | $2.04M | Sell |
56,854
-6,599
| -10% | -$265K | 0.01% | 849 |
|
|
2014
Q2 | $2.71M | Buy |
63,453
+19,517
| +44% | +$760K | 0.02% | 723 |
|
|
2014
Q1 | $1.54M | Buy |
43,936
+8,990
| +26% | +$299K | 0.01% | 987 |
|
|
2013
Q4 | $1.23M | Buy |
34,946
+2,541
| +8% | +$89.3K | 0.01% | 1108 |
|
|
2013
Q3 | $1.16M | Sell |
32,405
-874
| -3% | -$29.1K | 0.01% | 1100 |
|
|
2013
Q2 | $981K | Buy |
+33,279
| New | +$1M | 0.01% | 1134 |
|
Other funds holding SU
EIM
VCM
