UMB Bank’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 | $67K | Buy |
1,789
+180
| +11% | +$6.74K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $62.3K | Buy |
1,609
+220
| +16% | +$8.52K | ﹤0.01% | 964 |
|
|
2024
Q4 | $49.6K | Buy |
1,389
+300
| +28% | +$10.7K | ﹤0.01% | 921 |
|
|
2024
Q3 | $40.2K | Sell |
1,089
-711
| -40% | -$26.3K | ﹤0.01% | 936 |
|
|
2024
Q2 | $68.6K | Sell |
1,800
-19
| -1% | -$724 | ﹤0.01% | 763 |
|
|
2024
Q1 | $67.1K | Hold |
1,819
| – | – | ﹤0.01% | 779 |
|
|
2023
Q4 | $58.3K | Sell |
1,819
-1,200
| -40% | -$38.4K | ﹤0.01% | 802 |
|
|
2023
Q3 | $104K | Sell |
3,019
-1,500
| -33% | -$51.6K | ﹤0.01% | 687 |
|
|
2023
Q2 | $132K | Buy |
4,519
+250
| +6% | +$7.33K | ﹤0.01% | 653 |
|
|
2023
Q1 | $133K | Buy |
4,269
+237
| +6% | +$7.36K | ﹤0.01% | 640 |
|
|
2022
Q4 | $128K | Hold |
4,032
| – | – | ﹤0.01% | 655 |
|
|
2022
Q3 | $114K | Sell |
4,032
-1,822
| -31% | -$51.5K | ﹤0.01% | 698 |
|
|
2022
Q2 | $205K | Sell |
5,854
-900
| -13% | -$31.5K | ﹤0.01% | 622 |
|
|
2022
Q1 | $220K | Buy |
6,754
+1,510
| +29% | +$49.2K | ﹤0.01% | 638 |
|
|
2021
Q4 | $131K | Buy |
+5,244
| New | +$131K | ﹤0.01% | 752 |
|