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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $403K | Buy |
6,096
+192
| +3% | +$10.6K | ﹤0.01% | 1181 |
|
|
2025
Q4 | $262K | Buy |
5,904
+616
| +12% | +$26K | ﹤0.01% | 1223 |
|
|
2025
Q3 | $221K | Sell |
5,288
-168
| -3% | -$6.74K | ﹤0.01% | 1124 |
|
|
2025
Q2 | $204K | Buy |
5,456
+187
| +4% | +$6.76K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $204K | Buy |
+5,269
| New | +$201K | ﹤0.01% | 1012 |
|
|
2024
Q4 | – | Sell |
-5,701
| Closed | -$210K | – | 1099 |
|
|
2024
Q3 | $210K | Buy |
5,701
+314
| +6% | +$12.1K | ﹤0.01% | 994 |
|
|
2024
Q2 | $205K | Buy |
+5,387
| New | +$208K | ﹤0.01% | 972 |
|
|
2020
Q1 | – | Sell |
-13,425
| Closed | -$440K | – | 1357 |
|
|
2019
Q4 | $440K | Buy |
+13,425
| New | +$419K | ﹤0.01% | 1034 |
|
|
2019
Q3 | – | Sell |
-18,428
| Closed | -$574K | – | 1470 |
|
|
2019
Q2 | $574K | Buy |
18,428
+5,500
| +43% | +$176K | ﹤0.01% | 999 |
|
|
2019
Q1 | $419K | Sell |
12,928
-456
| -3% | -$14.8K | ﹤0.01% | 1033 |
|
|
2018
Q4 | $374K | Buy |
13,384
+2,302
| +21% | +$76.5K | ﹤0.01% | 1000 |
|
|
2018
Q3 | $429K | Sell |
11,082
-3,081
| -22% | -$125K | ﹤0.01% | 997 |
|
|
2018
Q2 | $576K | Buy |
14,163
+62
| +0.4% | +$2.42K | ﹤0.01% | 910 |
|
|
2018
Q1 | $487K | Buy |
14,101
+1,867
| +15% | +$65K | ﹤0.01% | 970 |
|
|
2017
Q4 | $449K | Buy |
12,234
+622
| +5% | +$21.6K | ﹤0.01% | 987 |
|
|
2017
Q3 | $407K | Buy |
11,612
+2,162
| +23% | +$69K | ﹤0.01% | 1024 |
|
|
2017
Q2 | $358K | Sell |
9,450
-2,157
| -19% | -$66.3K | ﹤0.01% | 1018 |
|
|
2017
Q1 | $357K | Buy |
11,607
+1,605
| +16% | +$50.6K | ﹤0.01% | 993 |
|
|
2016
Q4 | $327K | Buy |
10,002
+1,211
| +14% | +$37.1K | ﹤0.01% | 1025 |
|
|
2016
Q3 | $244K | Sell |
8,791
-4,382
| -33% | -$120K | ﹤0.01% | 1129 |
|
|
2016
Q2 | $369K | Sell |
13,173
-243
| -2% | -$6.66K | ﹤0.01% | 987 |
|
|
2016
Q1 | $373K | Sell |
13,416
-28,130
| -68% | -$680K | ﹤0.01% | 947 |
|
|
2015
Q4 | $1.07M | Sell |
41,546
-126
| -0.3% | -$3.48K | 0.01% | 676 |
|
|
2015
Q3 | $1.11M | Sell |
41,672
-3,685
| -8% | -$98.9K | 0.01% | 661 |
|
|
2015
Q2 | $1.25M | Buy |
45,357
+3,599
| +9% | +$109K | 0.01% | 686 |
|
|
2015
Q1 | $1.36M | Buy |
41,758
+5,564
| +15% | +$165K | 0.02% | 661 |
|
|
2014
Q4 | $1.15M | Sell |
36,194
-30,585
| -46% | -$1.01M | 0.02% | 614 |
|
|
2014
Q3 | $2.41M | Sell |
66,779
-3,778
| -5% | -$152K | 0.04% | 395 |
|
|
2014
Q2 | $3.01M | Buy |
70,557
+8,775
| +14% | +$342K | 0.06% | 325 |
|
|
2014
Q1 | $2.16M | Buy |
61,782
+10,900
| +21% | +$363K | 0.05% | 344 |
|
|
2013
Q4 | $1.78M | Buy |
50,882
+20,346
| +67% | +$715K | 0.06% | 257 |
|
|
2013
Q3 | $1.09M | Sell |
30,536
-9,750
| -24% | -$324K | 0.03% | 331 |
|
|
2013
Q2 | $1.19M | Buy |
+40,286
| New | +$1.21M | 0.03% | 379 |
|
Other funds holding SU
EIM
VCM
