RWM
Ritholtz Wealth Management’s Suncor Energy SU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
84,313
+5,573
| +7% | +$209K | 0.07% | 191 |
|
|
2025
Q1 | $3.05M | Sell |
78,740
-21,573
| -22% | -$835K | 0.09% | 161 |
|
|
2024
Q4 | $3.58M | Sell |
100,313
-15,153
| -13% | -$541K | 0.11% | 118 |
|
|
2024
Q3 | $4.26M | Buy |
115,466
+5,511
| +5% | +$203K | 0.13% | 98 |
|
|
2024
Q2 | $4.19M | Buy |
109,955
+5,053
| +5% | +$193K | 0.14% | 92 |
|
|
2024
Q1 | $3.87M | Buy |
104,902
+18,313
| +21% | +$676K | 0.13% | 102 |
|
|
2023
Q4 | $2.77M | Buy |
86,589
+743
| +0.9% | +$23.8K | 0.11% | 116 |
|
|
2023
Q3 | $2.95M | Buy |
85,846
+10,410
| +14% | +$358K | 0.13% | 97 |
|
|
2023
Q2 | $2.21M | Buy |
75,436
+3,601
| +5% | +$106K | 0.1% | 125 |
|
|
2023
Q1 | $2.23M | Buy |
71,835
+4,277
| +6% | +$133K | 0.11% | 113 |
|
|
2022
Q4 | $2.14M | Sell |
67,558
-18,089
| -21% | -$574K | 0.12% | 119 |
|
|
2022
Q3 | $2.41M | Buy |
85,647
+30,808
| +56% | +$867K | 0.13% | 112 |
|
|
2022
Q2 | $1.92M | Buy |
54,839
+20,337
| +59% | +$713K | 0.12% | 97 |
|
|
2022
Q1 | $1.12M | Buy |
34,502
+12,779
| +59% | +$416K | 0.08% | 161 |
|
|
2021
Q4 | $544K | Buy |
21,723
+6,904
| +47% | +$173K | 0.03% | 283 |
|
|
2021
Q3 | $307K | Sell |
14,819
-5,038
| -25% | -$104K | 0.02% | 365 |
|
|
2021
Q2 | $476K | Sell |
19,857
-295
| -1% | -$7.07K | 0.03% | 262 |
|
|
2021
Q1 | $421K | Buy |
20,152
+6,271
| +45% | +$131K | 0.04% | 239 |
|
|
2020
Q4 | $233K | Buy |
+13,881
| New | +$233K | 0.02% | 305 |
|
|
2020
Q3 | – | Sell |
-14,945
| Closed | -$252K | – | 321 |
|
|
2020
Q2 | $252K | Buy |
+14,945
| New | +$252K | 0.03% | 205 |
|