Northwestern Mutual Wealth Management’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 | $958K | Buy |
25,582
+3,518
| +16% | +$132K | ﹤0.01% | 1181 |
|
|
2025
Q1 | $854K | Sell |
22,064
-454
| -2% | -$17.6K | ﹤0.01% | 1161 |
|
|
2024
Q4 | $803K | Buy |
22,518
+567
| +3% | +$20.2K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $810K | Buy |
21,951
+4,159
| +23% | +$154K | ﹤0.01% | 1141 |
|
|
2024
Q2 | $678K | Sell |
17,792
-1,610
| -8% | -$61.3K | ﹤0.01% | 1146 |
|
|
2024
Q1 | $716K | Sell |
19,402
-8,413
| -30% | -$311K | ﹤0.01% | 1118 |
|
|
2023
Q4 | $891K | Buy |
27,815
+1,071
| +4% | +$34.3K | ﹤0.01% | 1016 |
|
|
2023
Q3 | $919K | Sell |
26,744
-2,708
| -9% | -$93.1K | ﹤0.01% | 975 |
|
|
2023
Q2 | $864K | Buy |
29,452
+13,820
| +88% | +$405K | ﹤0.01% | 984 |
|
|
2023
Q1 | $485K | Sell |
15,632
-4,693
| -23% | -$146K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $645K | Buy |
20,325
+5,097
| +33% | +$162K | ﹤0.01% | 1007 |
|
|
2022
Q3 | $428K | Sell |
15,228
-965
| -6% | -$27.1K | ﹤0.01% | 1113 |
|
|
2022
Q2 | $568K | Sell |
16,193
-53,797
| -77% | -$1.89M | ﹤0.01% | 995 |
|
|
2022
Q1 | $2.28M | Buy |
69,990
+33,272
| +91% | +$1.08M | ﹤0.01% | 611 |
|
|
2021
Q4 | $919K | Buy |
36,718
+14,051
| +62% | +$352K | ﹤0.01% | 854 |
|
|
2021
Q3 | $471K | Sell |
22,667
-21,014
| -48% | -$437K | ﹤0.01% | 1018 |
|
|
2021
Q2 | $1.05M | Buy |
43,681
+30,084
| +221% | +$722K | ﹤0.01% | 752 |
|
|
2021
Q1 | $284K | Buy |
13,597
+4,177
| +44% | +$87.2K | ﹤0.01% | 1111 |
|
|
2020
Q4 | $158K | Buy |
9,420
+1,627
| +21% | +$27.3K | ﹤0.01% | 1236 |
|
|
2020
Q3 | $95K | Sell |
7,793
-1,232
| -14% | -$15K | ﹤0.01% | 1287 |
|
|
2020
Q2 | $152K | Buy |
9,025
+14
| +0.2% | +$236 | ﹤0.01% | 1064 |
|
|
2020
Q1 | $143K | Buy |
9,011
+1,413
| +19% | +$22.4K | ﹤0.01% | 995 |
|
|
2019
Q4 | $249K | Sell |
7,598
-484
| -6% | -$15.9K | ﹤0.01% | 870 |
|
|
2019
Q3 | $255K | Sell |
8,082
-519
| -6% | -$16.4K | ﹤0.01% | 817 |
|
|
2019
Q2 | $268K | Buy |
8,601
+706
| +9% | +$22K | ﹤0.01% | 801 |
|
|
2019
Q1 | $256K | Buy |
7,895
+1,691
| +27% | +$54.8K | ﹤0.01% | 791 |
|
|
2018
Q4 | $174K | Sell |
6,204
-997
| -14% | -$28K | ﹤0.01% | 830 |
|
|
2018
Q3 | $279K | Buy |
7,201
+994
| +16% | +$38.5K | ﹤0.01% | 721 |
|
|
2018
Q2 | $252K | Buy |
6,207
+2,196
| +55% | +$89.2K | ﹤0.01% | 708 |
|
|
2018
Q1 | $139K | Sell |
4,011
-91
| -2% | -$3.15K | ﹤0.01% | 851 |
|
|
2017
Q4 | $151K | Sell |
4,102
-46
| -1% | -$1.69K | ﹤0.01% | 803 |
|
|
2017
Q3 | $145K | Buy |
4,148
+1,010
| +32% | +$35.3K | ﹤0.01% | 786 |
|
|
2017
Q2 | $91K | Sell |
3,138
-275
| -8% | -$7.98K | ﹤0.01% | 915 |
|
|
2017
Q1 | $105K | Sell |
3,413
-2,856
| -46% | -$87.9K | ﹤0.01% | 817 |
|
|
2016
Q4 | $205K | Buy |
+6,269
| New | +$205K | ﹤0.01% | 644 |
|
|
2016
Q3 | – | Sell |
-4,711
| Closed | -$131K | – | 1363 |
|
|
2016
Q2 | $131K | Sell |
4,711
-538
| -10% | -$15K | ﹤0.01% | 659 |
|
|
2016
Q1 | $145K | Buy |
5,249
+1,420
| +37% | +$39.2K | ﹤0.01% | 620 |
|
|
2015
Q4 | $99K | Buy |
3,829
+1,091
| +40% | +$28.2K | ﹤0.01% | 632 |
|
|
2015
Q3 | $73K | Buy |
2,738
+7
| +0.3% | +$187 | ﹤0.01% | 643 |
|
|
2015
Q2 | $75K | Hold |
2,731
| – | – | ﹤0.01% | 598 |
|
|
2015
Q1 | $80K | Sell |
2,731
-1,402
| -34% | -$41.1K | ﹤0.01% | 574 |
|
|
2014
Q4 | $131K | Buy |
4,133
+881
| +27% | +$27.9K | ﹤0.01% | 479 |
|
|
2014
Q3 | $118K | Sell |
3,252
-427
| -12% | -$15.5K | ﹤0.01% | 474 |
|
|
2014
Q2 | $157K | Buy |
3,679
+303
| +9% | +$12.9K | 0.01% | 426 |
|
|
2014
Q1 | $118K | Sell |
3,376
-5,163
| -60% | -$180K | ﹤0.01% | 459 |
|
|
2013
Q4 | $299K | Buy |
8,539
+4,925
| +136% | +$172K | 0.01% | 322 |
|
|
2013
Q3 | $129K | Sell |
3,614
-1,660
| -31% | -$59.3K | 0.01% | 425 |
|
|
2013
Q2 | $156K | Buy |
+5,274
| New | +$156K | 0.01% | 370 |
|