Private Trust Company’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 | $158K | Buy |
4,210
+2,530
| +151% | +$94.7K | 0.02% | 804 |
|
|
2025
Q1 | $65.1K | Sell |
1,680
-25
| -1% | -$968 | 0.01% | 1079 |
|
|
2024
Q4 | $60.8K | Buy |
1,705
+570
| +50% | +$20.3K | 0.01% | 1095 |
|
|
2024
Q3 | $41.9K | Hold |
1,135
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q2 | $43.2K | Hold |
1,135
| – | – | ﹤0.01% | 1167 |
|
|
2024
Q1 | $41.9K | Sell |
1,135
-120
| -10% | -$4.43K | ﹤0.01% | 1171 |
|
|
2023
Q4 | $40.2K | Buy |
1,255
+33
| +3% | +$1.06K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $42K | Buy |
1,222
+339
| +38% | +$11.7K | 0.01% | 1080 |
|
|
2023
Q2 | $25.9K | Buy |
883
+168
| +23% | +$4.93K | ﹤0.01% | 1268 |
|
|
2023
Q1 | $22.2K | Buy |
715
+465
| +186% | +$14.4K | ﹤0.01% | 1299 |
|
|
2022
Q4 | $8K | Sell |
250
-331
| -57% | -$10.6K | ﹤0.01% | 1652 |
|
|
2022
Q3 | $16K | Hold |
581
| – | – | ﹤0.01% | 1283 |
|
|
2022
Q2 | $20K | Buy |
+581
| New | +$20K | ﹤0.01% | 1241 |
|
|
2014
Q4 | – | Sell |
-1,768
| Closed | -$64K | – | 1073 |
|
|
2014
Q3 | $64K | Buy |
1,768
+1,335
| +308% | +$48.3K | 0.02% | 481 |
|
|
2014
Q2 | $18K | Buy |
433
+150
| +53% | +$6.24K | 0.01% | 866 |
|
|
2014
Q1 | $10K | Sell |
283
-395
| -58% | -$14K | ﹤0.01% | 984 |
|
|
2013
Q4 | $24K | Hold |
678
| – | – | 0.01% | 657 |
|
|
2013
Q3 | $24K | Buy |
678
+201
| +42% | +$7.12K | 0.01% | 613 |
|
|
2013
Q2 | $14K | Buy |
+477
| New | +$14K | 0.01% | 745 |
|