Trust Company of Vermont’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-100
| Closed | -$3.57K | – | 1092 |
|
2024
Q4 | $3.57K | Sell |
100
-572
| -85% | -$20.4K | ﹤0.01% | 899 |
|
2024
Q3 | $24.8K | Hold |
672
| – | – | ﹤0.01% | 627 |
|
2024
Q2 | $25.6K | Buy |
+672
| New | +$25.6K | ﹤0.01% | 572 |
|
2022
Q4 | – | Sell |
-450
| Closed | -$13K | – | 978 |
|
2022
Q3 | $13K | Buy |
+450
| New | +$13K | ﹤0.01% | 676 |
|
2020
Q3 | – | Sell |
-4,745
| Closed | -$80K | – | 786 |
|
2020
Q2 | $80K | Sell |
4,745
-4,407
| -48% | -$74.3K | 0.01% | 385 |
|
2020
Q1 | $145K | Buy |
9,152
+115
| +1% | +$1.82K | 0.01% | 313 |
|
2019
Q4 | $297K | Buy |
9,037
+110
| +1% | +$3.62K | 0.02% | 269 |
|
2019
Q3 | $282K | Buy |
8,927
+4,182
| +88% | +$132K | 0.02% | 275 |
|
2019
Q2 | $148K | Sell |
4,745
-100
| -2% | -$3.12K | 0.01% | 361 |
|
2019
Q1 | $157K | Sell |
4,845
-142
| -3% | -$4.6K | 0.01% | 342 |
|
2018
Q4 | $140K | Buy |
4,987
+83
| +2% | +$2.33K | 0.01% | 341 |
|
2018
Q3 | $190K | Buy |
4,904
+59
| +1% | +$2.29K | 0.02% | 327 |
|
2018
Q2 | $197K | Hold |
4,845
| – | – | 0.02% | 324 |
|
2018
Q1 | $167K | Sell |
4,845
-56
| -1% | -$1.93K | 0.02% | 329 |
|
2017
Q4 | $180K | Sell |
4,901
-84
| -2% | -$3.09K | 0.02% | 334 |
|
2017
Q3 | $174K | Sell |
4,985
-98
| -2% | -$3.42K | 0.02% | 333 |
|
2017
Q2 | $149K | Sell |
5,083
-266
| -5% | -$7.8K | 0.02% | 354 |
|
2017
Q1 | $165K | Sell |
5,349
-2,207
| -29% | -$68.1K | 0.02% | 337 |
|
2016
Q4 | $247K | Buy |
7,556
+2,312
| +44% | +$75.6K | 0.03% | 291 |
|
2016
Q3 | $146K | Buy |
5,244
+499
| +11% | +$13.9K | 0.02% | 307 |
|
2016
Q2 | $132K | Hold |
4,745
| – | – | 0.02% | 292 |
|
2016
Q1 | $132K | Hold |
4,745
| – | – | 0.02% | 288 |
|
2015
Q4 | $122K | Hold |
4,745
| – | – | 0.02% | 298 |
|
2015
Q3 | $127K | Hold |
4,745
| – | – | 0.02% | 278 |
|
2015
Q2 | $131K | Sell |
4,745
-125
| -3% | -$3.45K | 0.02% | 279 |
|
2015
Q1 | $142K | Hold |
4,870
| – | – | 0.02% | 274 |
|
2014
Q4 | $155K | Sell |
4,870
-135
| -3% | -$4.3K | 0.02% | 257 |
|
2014
Q3 | $181K | Buy |
5,005
+260
| +5% | +$9.4K | 0.03% | 231 |
|
2014
Q2 | $202K | Hold |
4,745
| – | – | 0.03% | 217 |
|
2014
Q1 | $166K | Sell |
4,745
-1,000
| -17% | -$35K | 0.03% | 239 |
|
2013
Q4 | $201K | Buy |
5,745
+1,000
| +21% | +$35K | 0.03% | 218 |
|
2013
Q3 | $170K | Hold |
4,745
| – | – | 0.03% | 223 |
|
2013
Q2 | $140K | Buy |
+4,745
| New | +$140K | 0.03% | 241 |
|