United Capital Financial Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Sell |
|
|||||
|
2025
Q2 | $204K | Buy |
|
|||||
|
2025
Q1 | $204K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $210K | Buy |
|
|||||
|
2024
Q2 | $205K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $440K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $574K | Buy |
|
|||||
|
2019
Q1 | $419K | Sell |
|
|||||
|
2018
Q4 | $374K | Buy |
|
|||||
|
2018
Q3 | $429K | Sell |
|
|||||
|
2018
Q2 | $576K | Buy |
|
|||||
|
2018
Q1 | $487K | Buy |
|
|||||
|
2017
Q4 | $449K | Buy |
|
|||||
|
2017
Q3 | $407K | Buy |
|
|||||
|
2017
Q2 | $358K | Sell |
|
|||||
|
2017
Q1 | $357K | Buy |
|
|||||
|
2016
Q4 | $327K | Buy |
|
|||||
|
2016
Q3 | $244K | Sell |
|
|||||
|
2016
Q2 | $369K | Sell |
|
|||||
|
2016
Q1 | $373K | Sell |
|
|||||
|
2015
Q4 | $1.07M | Sell |
|
|||||
|
2015
Q3 | $1.11M | Sell |
|
|||||
|
2015
Q2 | $1.25M | Buy |
|
|||||
|
2015
Q1 | $1.36M | Buy |
|
|||||
|
2014
Q4 | $1.15M | Sell |
|
|||||
|
2014
Q3 | $2.41M | Sell |
|
|||||
|
2014
Q2 | $3.01M | Buy |
|
|||||
|
2014
Q1 | $2.16M | Buy |
|
|||||
|
2013
Q4 | $1.78M | Buy |
|
|||||
|
2013
Q3 | $1.09M | Sell |
|
|||||
|
2013
Q2 | $1.19M | Buy |
|