Summit Securities Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,000
| Closed | -$44.4K | – | 1385 |
|
|
2025
Q4 | $44.4K | Buy |
+1,000
| New | +$42.3K | 0.01% | 640 |
|
|
2025
Q1 | – | Sell |
-600
| Closed | -$21.4K | – | 1125 |
|
|
2024
Q4 | $21.4K | Buy |
+600
| New | +$23.1K | 0.01% | 382 |
|
|
2024
Q3 | – | Sell |
-700
| Closed | -$27K | – | 888 |
|
|
2024
Q2 | $27K | Buy |
+700
| New | +$27K | 0.01% | 355 |
|
|
2024
Q1 | – | Sell |
-19,300
| Closed | -$618K | – | 926 |
|
|
2023
Q4 | $618K | Buy |
19,300
+18,800
| +3,760% | +$614K | 0.25% | 169 |
|
|
2023
Q3 | $17K | Sell |
500
-7,000
| -93% | -$224K | 0.01% | 377 |
|
|
2023
Q2 | $220K | Buy |
7,500
+6,200
| +477% | +$185K | 0.09% | 202 |
|
|
2023
Q1 | $40K | Sell |
1,300
-35,862
| -97% | -$1.17M | 0.01% | 475 |
|
|
2022
Q4 | $1.18M | Sell |
37,162
-16,638
| -31% | -$547K | 0.24% | 166 |
|
|
2022
Q3 | $1.51M | Sell |
53,800
-84,300
| -61% | -$2.66M | 0.29% | 119 |
|
|
2022
Q2 | $4.84M | Buy |
138,100
+72,700
| +111% | +$2.65M | 1.63% | 31 |
|
|
2022
Q1 | $2.13M | Buy |
65,400
+23,800
| +57% | +$706K | 0.64% | 84 |
|
|
2021
Q4 | $1.04M | Buy |
41,600
+14,300
| +52% | +$348K | 0.09% | 243 |
|
|
2021
Q3 | $566K | Buy |
27,300
+5,700
| +26% | +$114K | 0.12% | 372 |
|
|
2021
Q2 | $518K | Buy |
+21,600
| New | +$495K | 0.11% | 374 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 835 |
|
|
2015
Q1 | – | Sell |
-11,600
| Closed | -$369K | – | 620 |
|
|
2014
Q4 | $369K | Sell |
11,600
-2,100
| -15% | -$69.5K | 0.11% | 136 |
|
|
2014
Q3 | $495K | Buy |
13,700
+6,600
| +93% | +$265K | 0.15% | 106 |
|
|
2014
Q2 | $303K | Buy |
+7,100
| New | +$277K | 0.1% | 126 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 568 |
|
|
2013
Q4 | – | Sell |
-700
| Closed | -$24.6K | – | 595 |
|
|
2013
Q3 | $25K | Buy |
+700
| New | +$23.3K | 0.01% | 213 |
|
Other funds holding SU
EIM
VCM
