Plante Moran Financial Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-72
| Closed | -$2.66K | – | 989 |
|
|
2024
Q3 | $2.66K | Buy |
+72
| New | +$2.78K | ﹤0.01% | 735 |
|
|
2022
Q3 | – | Sell |
-69
| Closed | -$2K | – | 1069 |
|
|
2022
Q2 | $2K | Buy |
+69
| New | +$2.51K | ﹤0.01% | 847 |
|
|
2022
Q1 | – | Sell |
-5,427
| Closed | -$136K | – | 1014 |
|
|
2021
Q4 | $136K | Hold |
5,427
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $113K | Hold |
5,427
| – | – | 0.03% | 255 |
|
|
2021
Q2 | $130K | Hold |
5,427
| – | – | 0.03% | 220 |
|
|
2021
Q1 | $113K | Hold |
5,427
| – | – | 0.03% | 236 |
|
|
2020
Q4 | $91K | Hold |
5,427
| – | – | 0.03% | 266 |
|
|
2020
Q3 | $66K | Hold |
5,427
| – | – | 0.02% | 280 |
|
|
2020
Q2 | $91K | Hold |
5,427
| – | – | 0.04% | 222 |
|
|
2020
Q1 | $86K | Hold |
5,427
| – | – | 0.04% | 204 |
|
|
2019
Q4 | $178K | Buy |
+5,427
| New | +$169K | 0.06% | 165 |
|
|
2019
Q3 | – | Sell |
-130
| Closed | -$4K | – | 908 |
|
|
2019
Q2 | $4K | Buy |
+130
| New | +$4.16K | ﹤0.01% | 679 |
|
|
2018
Q3 | – | Sell |
-1,189
| Closed | -$48K | – | 841 |
|
|
2018
Q2 | $48K | Sell |
1,189
-1,390
| -54% | -$54.2K | 0.02% | 334 |
|
|
2018
Q1 | $89K | Buy |
2,579
+1,386
| +116% | +$48.3K | 0.05% | 253 |
|
|
2017
Q4 | $44K | Sell |
1,193
-1,366
| -53% | -$47.4K | 0.02% | 370 |
|
|
2017
Q3 | $90K | Buy |
2,559
+10
| +0.4% | +$319 | 0.05% | 218 |
|
|
2017
Q2 | $74K | Buy |
2,549
+708
| +38% | +$21.8K | 0.05% | 253 |
|
|
2017
Q1 | $57K | Buy |
1,841
+1,047
| +132% | +$33K | 0.03% | 293 |
|
|
2016
Q4 | $26K | Buy |
794
+700
| +745% | +$21.5K | 0.02% | 446 |
|
|
2016
Q3 | $3K | Sell |
94
-158
| -63% | -$4.32K | ﹤0.01% | 801 |
|
|
2016
Q2 | $7K | Buy |
252
+158
| +168% | +$4.33K | 0.01% | 582 |
|
|
2016
Q1 | $3K | Buy |
+94
| New | +$2.27K | ﹤0.01% | 672 |
|
|
2014
Q1 | – | Sell |
-64
| Closed | -$2K | – | 689 |
|
|
2013
Q4 | $2K | Buy |
+64
| New | +$2.25K | ﹤0.01% | 632 |
|
Other funds holding SU
EIM
