United Capital Financial Advisors’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 | $204K | Buy |
5,456
+187
| +4% | +$7K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $204K | Buy |
+5,269
| New | +$204K | ﹤0.01% | 1003 |
|
|
2024
Q4 | – | Sell |
-5,701
| Closed | -$210K | – | 1090 |
|
|
2024
Q3 | $210K | Buy |
5,701
+314
| +6% | +$11.6K | ﹤0.01% | 994 |
|
|
2024
Q2 | $205K | Buy |
+5,387
| New | +$205K | ﹤0.01% | 965 |
|
|
2020
Q1 | – | Sell |
-13,425
| Closed | -$440K | – | 1341 |
|
|
2019
Q4 | $440K | Buy |
+13,425
| New | +$440K | ﹤0.01% | 1025 |
|
|
2019
Q3 | – | Sell |
-18,428
| Closed | -$574K | – | 1445 |
|
|
2019
Q2 | $574K | Buy |
18,428
+5,500
| +43% | +$171K | ﹤0.01% | 990 |
|
|
2019
Q1 | $419K | Sell |
12,928
-456
| -3% | -$14.8K | ﹤0.01% | 1024 |
|
|
2018
Q4 | $374K | Buy |
13,384
+2,302
| +21% | +$64.3K | ﹤0.01% | 1000 |
|
|
2018
Q3 | $429K | Sell |
11,082
-3,081
| -22% | -$119K | ﹤0.01% | 997 |
|
|
2018
Q2 | $576K | Buy |
14,163
+62
| +0.4% | +$2.52K | ﹤0.01% | 910 |
|
|
2018
Q1 | $487K | Buy |
14,101
+1,867
| +15% | +$64.5K | ﹤0.01% | 970 |
|
|
2017
Q4 | $449K | Buy |
12,234
+622
| +5% | +$22.8K | ﹤0.01% | 987 |
|
|
2017
Q3 | $407K | Buy |
11,612
+2,162
| +23% | +$75.8K | ﹤0.01% | 1024 |
|
|
2017
Q2 | $358K | Sell |
9,450
-2,157
| -19% | -$81.7K | ﹤0.01% | 1018 |
|
|
2017
Q1 | $357K | Buy |
11,607
+1,605
| +16% | +$49.4K | ﹤0.01% | 993 |
|
|
2016
Q4 | $327K | Buy |
10,002
+1,211
| +14% | +$39.6K | ﹤0.01% | 1025 |
|
|
2016
Q3 | $244K | Sell |
8,791
-4,382
| -33% | -$122K | ﹤0.01% | 1129 |
|
|
2016
Q2 | $369K | Sell |
13,173
-243
| -2% | -$6.81K | ﹤0.01% | 987 |
|
|
2016
Q1 | $373K | Sell |
13,416
-28,130
| -68% | -$782K | ﹤0.01% | 947 |
|
|
2015
Q4 | $1.07M | Sell |
41,546
-126
| -0.3% | -$3.25K | 0.01% | 676 |
|
|
2015
Q3 | $1.11M | Sell |
41,672
-3,685
| -8% | -$98.4K | 0.01% | 661 |
|
|
2015
Q2 | $1.25M | Buy |
45,357
+3,599
| +9% | +$99K | 0.01% | 686 |
|
|
2015
Q1 | $1.36M | Buy |
41,758
+5,564
| +15% | +$181K | 0.02% | 661 |
|
|
2014
Q4 | $1.15M | Sell |
36,194
-30,585
| -46% | -$972K | 0.02% | 614 |
|
|
2014
Q3 | $2.41M | Sell |
66,779
-3,778
| -5% | -$137K | 0.04% | 395 |
|
|
2014
Q2 | $3.01M | Buy |
70,557
+8,775
| +14% | +$374K | 0.06% | 325 |
|
|
2014
Q1 | $2.16M | Buy |
61,782
+10,900
| +21% | +$381K | 0.05% | 344 |
|
|
2013
Q4 | $1.78M | Buy |
50,882
+20,346
| +67% | +$713K | 0.06% | 257 |
|
|
2013
Q3 | $1.09M | Sell |
30,536
-9,750
| -24% | -$349K | 0.03% | 331 |
|
|
2013
Q2 | $1.19M | Buy |
+40,286
| New | +$1.19M | 0.03% | 379 |
|