Morningstar Investment Services’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,656
| Closed | -$392K | – | 360 |
|
|
2024
Q3 | $392K | Buy |
10,656
+302
| +3% | +$11.1K | ﹤0.01% | 305 |
|
|
2024
Q2 | $394K | Sell |
10,354
-49
| -0.5% | -$1.87K | ﹤0.01% | 278 |
|
|
2024
Q1 | $380K | Sell |
10,403
-10,215
| -50% | -$373K | ﹤0.01% | 263 |
|
|
2023
Q4 | $658K | Buy |
20,618
+10,439
| +103% | +$333K | ﹤0.01% | 265 |
|
|
2023
Q3 | $358K | Buy |
10,179
+581
| +6% | +$20.4K | ﹤0.01% | 230 |
|
|
2023
Q2 | $280K | Buy |
9,598
+561
| +6% | +$16.4K | ﹤0.01% | 226 |
|
|
2023
Q1 | $279K | Buy |
9,037
+617
| +7% | +$19K | ﹤0.01% | 208 |
|
|
2022
Q4 | $253K | Sell |
8,420
-275
| -3% | -$8.26K | ﹤0.01% | 203 |
|
|
2022
Q3 | $291K | Buy |
8,695
+417
| +5% | +$14K | ﹤0.01% | 194 |
|
|
2022
Q2 | $294K | Buy |
8,278
+1,502
| +22% | +$53.3K | ﹤0.01% | 197 |
|
|
2022
Q1 | $223K | Buy |
+6,776
| New | +$223K | ﹤0.01% | 222 |
|
|
2020
Q1 | – | Sell |
-6,474
| Closed | -$212K | – | 227 |
|
|
2019
Q4 | $212K | Sell |
6,474
-1,225
| -16% | -$40.1K | ﹤0.01% | 192 |
|
|
2019
Q3 | $243K | Sell |
7,699
-818
| -10% | -$25.8K | ﹤0.01% | 175 |
|
|
2019
Q2 | $265K | Sell |
8,517
-319
| -4% | -$9.93K | ﹤0.01% | 195 |
|
|
2019
Q1 | $287K | Sell |
8,836
-1,145
| -11% | -$37.2K | ﹤0.01% | 186 |
|
|
2018
Q4 | $279K | Buy |
9,981
+42
| +0.4% | +$1.17K | 0.01% | 183 |
|
|
2018
Q3 | $385K | Sell |
9,939
-898
| -8% | -$34.8K | 0.01% | 166 |
|
|
2018
Q2 | $441K | Buy |
10,837
+1,783
| +20% | +$72.6K | 0.01% | 159 |
|
|
2018
Q1 | $313K | Buy |
9,054
+526
| +6% | +$18.2K | 0.01% | 181 |
|
|
2017
Q4 | $313K | Buy |
8,528
+928
| +12% | +$34.1K | 0.01% | 181 |
|
|
2017
Q3 | $266K | Buy |
+7,600
| New | +$266K | 0.01% | 182 |
|
|
2017
Q1 | – | Sell |
-8,524
| Closed | -$279K | – | 202 |
|
|
2016
Q4 | $279K | Sell |
8,524
-98
| -1% | -$3.21K | 0.01% | 167 |
|
|
2016
Q3 | $240K | Sell |
8,622
-224
| -3% | -$6.24K | 0.01% | 209 |
|
|
2016
Q2 | $250K | Buy |
8,846
+152
| +2% | +$4.3K | 0.01% | 198 |
|
|
2016
Q1 | $242K | Sell |
8,694
-8,769
| -50% | -$244K | 0.01% | 199 |
|
|
2015
Q4 | $451K | Sell |
17,463
-7,182
| -29% | -$185K | 0.02% | 177 |
|
|
2015
Q3 | $659K | Buy |
24,645
+97
| +0.4% | +$2.59K | 0.03% | 175 |
|
|
2015
Q2 | $676K | Buy |
+24,548
| New | +$676K | 0.03% | 168 |
|
|
2014
Q3 | – | Sell |
-6,954
| Closed | -$296K | – | 219 |
|
|
2014
Q2 | $296K | Sell |
6,954
-35,387
| -84% | -$1.51M | 0.02% | 182 |
|
|
2014
Q1 | $1.48M | Sell |
42,341
-1,095
| -3% | -$38.3K | 0.1% | 123 |
|
|
2013
Q4 | $1.52M | Buy |
43,436
+733
| +2% | +$25.7K | 0.11% | 135 |
|
|
2013
Q3 | $1.52M | Buy |
42,703
+5,921
| +16% | +$211K | 0.13% | 124 |
|
|
2013
Q2 | $1.09M | Buy |
+36,782
| New | +$1.09M | 0.11% | 129 |
|