Washington Trust 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 | $190K | Sell |
5,086
-1,475
| -22% | -$55.2K | 0.02% | 205 |
|
|
2025
Q1 | $254K | Sell |
6,561
-800
| -11% | -$31K | 0.02% | 176 |
|
|
2024
Q4 | $263K | Hold |
7,361
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $272K | Sell |
7,361
-144
| -2% | -$5.32K | 0.02% | 176 |
|
|
2024
Q2 | $286K | Hold |
7,505
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $277K | Hold |
7,505
| – | – | 0.03% | 164 |
|
|
2023
Q4 | $240K | Hold |
7,505
| – | – | 0.02% | 175 |
|
|
2023
Q3 | $258K | Sell |
7,505
-100
| -1% | -$3.44K | 0.03% | 158 |
|
|
2023
Q2 | $223K | Sell |
7,605
-1,013
| -12% | -$29.7K | 0.02% | 175 |
|
|
2023
Q1 | $268K | Hold |
8,618
| – | – | 0.03% | 157 |
|
|
2022
Q4 | $273K | Sell |
8,618
-1,409
| -14% | -$44.7K | 0.03% | 154 |
|
|
2022
Q3 | $283K | Hold |
10,027
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $352K | Sell |
10,027
-373
| -4% | -$13.1K | 0.03% | 153 |
|
|
2022
Q1 | $339K | Sell |
10,400
-2,212
| -18% | -$72.1K | 0.02% | 183 |
|
|
2021
Q4 | $315K | Buy |
+12,612
| New | +$315K | 0.02% | 204 |
|