Mather Group’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$651K Sell
17,394
-349
-2% -$13.1K 0.01% 336
2025
Q1
$687K Sell
17,743
-127
-0.7% -$4.92K 0.01% 317
2024
Q4
$638K Buy
17,870
+24
+0.1% +$856 0.01% 305
2024
Q3
$659K Sell
17,846
-1,832
-9% -$67.6K 0.01% 307
2024
Q2
$726K Buy
19,678
+1,637
+9% +$60.4K 0.01% 328
2024
Q1
$578K Sell
18,041
-155
-0.9% -$4.97K 0.01% 307
2023
Q4
$583K Buy
18,196
+300
+2% +$9.61K 0.01% 313
2023
Q3
$615K Sell
17,896
-192
-1% -$6.6K 0.01% 282
2023
Q2
$530K Buy
18,088
+3,051
+20% +$89.5K 0.01% 339
2023
Q1
$467K Hold
15,037
0.01% 331
2022
Q4
$477K Sell
15,037
-1
-0% -$32 0.01% 323
2022
Q3
$423K Buy
+15,038
New +$423K 0.01% 307
2022
Q2
Sell
-16,433
Closed -$536K 471
2022
Q1
$536K Sell
16,433
-5
-0% -$163 0.01% 254
2021
Q4
$411K Buy
+16,438
New +$411K 0.01% 256
2020
Q1
Sell
-6,684
Closed -$219K 177
2019
Q4
$219K Buy
+6,684
New +$219K 0.01% 156