A detailed history of Heritage Wealth Management, LLC transactions in Suncor Energy Inc stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 18,656 shares of SU stock, worth $761,351. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,656
Previous 22,987 18.84%
Holding current value
$761,351
Previous $848,000 16.27%
% of portfolio
0.4%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$36.37 - $41.05 $157,518 - $177,787
-4,331 Reduced 18.84%
18,656 $710,000
Q1 2024

Apr 25, 2024

SELL
$31.44 - $36.91 $19,587 - $22,994
-623 Reduced 2.64%
22,987 $848,000
Q4 2023

Feb 06, 2024

SELL
$29.59 - $34.53 $976 - $1,139
-33 Reduced 0.14%
23,610 $756,000
Q4 2022

Feb 13, 2023

BUY
$29.59 - $37.02 $403,252 - $504,508
13,628 Added 136.08%
23,643 $750,000
Q3 2022

Nov 14, 2022

BUY
$26.65 - $35.57 $263,248 - $351,360
9,878 Added 7210.22%
10,015 $282,000
Q2 2022

Aug 15, 2022

BUY
$31.26 - $42.49 $4,282 - $5,821
137 New
137 $4,000

Others Institutions Holding SU

About SUNCOR ENERGY INC


  • Ticker SU
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,364,690,048
  • Market Cap $55.7B
  • Description
  • Suncor Energy Inc. operates as an integrated energy company. The company primarily focuses on developing petroleum resource basins in Canada's Athabasca oil sands; explores, acquires, develops, produces, transports, refines, and markets crude oil in Canada and internationally; markets petroleum and petrochemical products under the Petro-Canada n...
More about SU
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