Oakworth Capital’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 | – | Sell |
-196
| Closed | -$7.59K | – | 702 |
|
|
2025
Q1 | $7.59K | Buy |
+196
| New | +$7.59K | ﹤0.01% | 541 |
|
|
2022
Q1 | – | Sell |
-425
| Closed | -$11K | – | 588 |
|
|
2021
Q4 | $11K | Sell |
425
-178
| -30% | -$4.61K | ﹤0.01% | 473 |
|
|
2021
Q3 | $13K | Sell |
603
-204
| -25% | -$4.4K | ﹤0.01% | 458 |
|
|
2021
Q2 | $19K | Hold |
807
| – | – | ﹤0.01% | 414 |
|
|
2021
Q1 | $17K | Hold |
807
| – | – | ﹤0.01% | 410 |
|
|
2020
Q4 | $14K | Hold |
807
| – | – | ﹤0.01% | 399 |
|
|
2020
Q3 | $10K | Hold |
807
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $14K | Hold |
807
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $13K | Hold |
807
| – | – | ﹤0.01% | 362 |
|
|
2019
Q4 | $27K | Buy |
807
+603
| +296% | +$20.2K | ﹤0.01% | 347 |
|
|
2019
Q3 | $6K | Sell |
204
-21
| -9% | -$618 | ﹤0.01% | 477 |
|
|
2019
Q2 | $7K | Buy |
225
+21
| +10% | +$653 | ﹤0.01% | 513 |
|
|
2019
Q1 | $7K | Hold |
204
| – | – | ﹤0.01% | 484 |
|
|
2018
Q4 | $6K | Hold |
204
| – | – | ﹤0.01% | 482 |
|
|
2018
Q3 | $8K | Hold |
204
| – | – | ﹤0.01% | 479 |
|
|
2018
Q2 | $8K | Hold |
204
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $8K | Hold |
204
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $7K | Hold |
204
| – | – | ﹤0.01% | 493 |
|
|
2017
Q3 | $6K | Hold |
204
| – | – | ﹤0.01% | 522 |
|
|
2017
Q2 | $6K | Hold |
204
| – | – | ﹤0.01% | 511 |
|
|
2017
Q1 | $6K | Hold |
204
| – | – | ﹤0.01% | 513 |
|
|
2016
Q4 | $6K | Buy |
+204
| New | +$6K | ﹤0.01% | 519 |
|