A detailed history of Institute For Wealth Management, Llc. transactions in Suncor Energy Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,301 shares of SU stock, worth $437,913. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,301
Previous 11,329 0.25%
Holding current value
$437,913
Previous $418,000 3.59%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$34.5 - $41.53 $966 - $1,162
-28 Reduced 0.25%
11,301 $403,000
Q3 2024

Nov 12, 2024

SELL
$36.06 - $41.7 $5,985 - $6,922
-166 Reduced 1.44%
11,329 $418,000
Q1 2024

Apr 30, 2024

SELL
$31.44 - $36.91 $4,150 - $4,872
-132 Reduced 1.14%
11,495 $424,000
Q4 2023

Jan 31, 2024

SELL
$29.59 - $34.53 $9,971 - $11,636
-337 Reduced 2.82%
11,627 $372,000
Q3 2023

Oct 13, 2023

SELL
$28.43 - $35.22 $28 - $35
-1 Reduced 0.01%
11,964 $411,000
Q2 2023

Jul 25, 2023

BUY
$28.0 - $33.02 $40,768 - $48,077
1,456 Added 13.85%
11,965 $350,000
Q1 2023

Apr 20, 2023

BUY
$28.77 - $35.3 $86 - $105
3 Added 0.03%
10,509 $326,000
Q4 2022

Feb 02, 2023

SELL
$29.59 - $37.02 $503 - $629
-17 Reduced 0.16%
10,506 $333,000
Q3 2022

Oct 18, 2022

BUY
$26.65 - $35.57 $79 - $106
3 Added 0.03%
10,523 $296,000
Q2 2022

Jul 25, 2022

BUY
$31.26 - $42.49 $31 - $42
1 Added 0.01%
10,520 $369,000
Q1 2022

Apr 29, 2022

BUY
$25.7 - $34.05 $51 - $68
2 Added 0.02%
10,519 $343,000
Q4 2021

Jan 21, 2022

SELL
$20.96 - $26.72 $5,994 - $7,641
-286 Reduced 2.65%
10,517 $263,000
Q3 2021

Nov 15, 2021

BUY
$17.5 - $24.39 $17 - $24
1 Added 0.01%
10,803 $224,000
Q2 2021

Jul 21, 2021

SELL
$20.03 - $25.67 $220 - $282
-11 Reduced 0.1%
10,802 $259,000
Q1 2021

May 04, 2021

SELL
$16.72 - $23.53 $37,569 - $52,871
-2,247 Reduced 17.21%
10,813 $226,000
Q4 2020

Feb 01, 2021

BUY
$11.28 - $18.78 $147,316 - $245,266
13,060 New
13,060 $219,000

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 $52.9B
  • 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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