WhitTier Trust Company’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 | $244K | Hold |
6,509
| – | – | 0.01% | 496 |
|
|
2025
Q1 | $252K | Sell |
6,509
-1,635
| -20% | -$63.3K | 0.01% | 490 |
|
|
2024
Q4 | $291K | Hold |
8,144
| – | – | 0.01% | 448 |
|
|
2024
Q3 | $301K | Hold |
8,144
| – | – | 0.01% | 426 |
|
|
2024
Q2 | $310K | Sell |
8,144
-927
| -10% | -$35.3K | 0.01% | 406 |
|
|
2024
Q1 | $335K | Sell |
9,071
-1,383
| -13% | -$51K | 0.01% | 387 |
|
|
2023
Q4 | $335K | Sell |
10,454
-14
| -0.1% | -$449 | 0.01% | 387 |
|
|
2023
Q3 | $360K | Sell |
10,468
-1,226
| -10% | -$42.1K | 0.01% | 370 |
|
|
2023
Q2 | $343K | Buy |
11,694
+32
| +0.3% | +$938 | 0.01% | 391 |
|
|
2023
Q1 | $362K | Buy |
11,662
+1,759
| +18% | +$54.6K | 0.01% | 377 |
|
|
2022
Q4 | $314K | Buy |
9,903
+54
| +0.5% | +$1.71K | 0.01% | 400 |
|
|
2022
Q3 | $277K | Sell |
9,849
-46
| -0.5% | -$1.29K | 0.01% | 412 |
|
|
2022
Q2 | $347K | Buy |
9,895
+636
| +7% | +$22.3K | 0.01% | 380 |
|
|
2022
Q1 | $302K | Buy |
9,259
+59
| +0.6% | +$1.92K | 0.01% | 412 |
|
|
2021
Q4 | $230K | Sell |
9,200
-825
| -8% | -$20.6K | 0.01% | 452 |
|
|
2021
Q3 | $208K | Buy |
10,025
+338
| +3% | +$7.01K | 0.01% | 453 |
|
|
2021
Q2 | $232K | Sell |
9,687
-175
| -2% | -$4.19K | 0.01% | 441 |
|
|
2021
Q1 | $206K | Hold |
9,862
| – | – | 0.01% | 439 |
|
|
2020
Q4 | $165K | Sell |
9,862
-150
| -1% | -$2.51K | 0.01% | 449 |
|
|
2020
Q3 | $122K | Hold |
10,012
| – | – | 0.01% | 477 |
|
|
2020
Q2 | $169K | Hold |
10,012
| – | – | 0.01% | 423 |
|
|
2020
Q1 | $158K | Hold |
10,012
| – | – | 0.01% | 410 |
|
|
2019
Q4 | $328K | Hold |
10,012
| – | – | 0.02% | 355 |
|
|
2019
Q3 | $316K | Sell |
10,012
-1,035
| -9% | -$32.7K | 0.02% | 354 |
|
|
2019
Q2 | $344K | Hold |
11,047
| – | – | 0.02% | 336 |
|
|
2019
Q1 | $359K | Sell |
11,047
-104
| -0.9% | -$3.38K | 0.03% | 322 |
|
|
2018
Q4 | $312K | Buy |
11,151
+4,112
| +58% | +$115K | 0.03% | 324 |
|
|
2018
Q3 | $272K | Hold |
7,039
| – | – | 0.02% | 352 |
|
|
2018
Q2 | $286K | Hold |
7,039
| – | – | 0.02% | 341 |
|
|
2018
Q1 | $243K | Hold |
7,039
| – | – | 0.02% | 355 |
|
|
2017
Q4 | $258K | Buy |
7,039
+1,200
| +21% | +$44K | 0.02% | 327 |
|
|
2017
Q3 | $204K | Buy |
5,839
+104
| +2% | +$3.63K | 0.02% | 334 |
|
|
2017
Q2 | $167K | Buy |
5,735
+5,000
| +680% | +$146K | 0.02% | 355 |
|
|
2017
Q1 | $23K | Hold |
735
| – | – | ﹤0.01% | 673 |
|
|
2016
Q4 | $24K | Hold |
735
| – | – | ﹤0.01% | 666 |
|
|
2016
Q3 | $20K | Hold |
735
| – | – | ﹤0.01% | 683 |
|
|
2016
Q2 | $20K | Hold |
735
| – | – | ﹤0.01% | 684 |
|
|
2016
Q1 | $20K | Hold |
735
| – | – | ﹤0.01% | 684 |
|
|
2015
Q4 | $19K | Hold |
735
| – | – | ﹤0.01% | 686 |
|
|
2015
Q3 | $20K | Hold |
735
| – | – | ﹤0.01% | 681 |
|
|
2015
Q2 | $20K | Hold |
735
| – | – | ﹤0.01% | 712 |
|
|
2015
Q1 | $21K | Hold |
735
| – | – | ﹤0.01% | 698 |
|
|
2014
Q4 | $23K | Hold |
735
| – | – | ﹤0.01% | 679 |
|
|
2014
Q3 | $27K | Hold |
735
| – | – | ﹤0.01% | 648 |
|
|
2014
Q2 | $31K | Sell |
735
-1,100
| -60% | -$46.4K | ﹤0.01% | 627 |
|
|
2014
Q1 | $64K | Hold |
1,835
| – | – | 0.01% | 511 |
|
|
2013
Q4 | $64K | Buy |
1,835
+1,100
| +150% | +$38.4K | 0.01% | 496 |
|
|
2013
Q3 | $26K | Hold |
735
| – | – | ﹤0.01% | 612 |
|
|
2013
Q2 | $22K | Buy |
+735
| New | +$22K | ﹤0.01% | 623 |
|