Delta Investment Management’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	$644K	Sell	17,194 -3,113	-15%	-$117K	0.12%	110
2025 Q1	$786K	Sell	20,307 -595	-3%	-$23K	0.16%	82
2024 Q4	$746K	Buy	20,902 +1,226	+6%	+$43.7K	0.15%	89
2024 Q3	$726K	Sell	19,676 -307	-2%	-$11.3K	0.15%	89
2024 Q2	$761K	Hold	19,983	–	–	0.17%	80
2024 Q1	$738K	Sell	19,983 -87	-0.4%	-$3.21K	0.17%	95
2023 Q4	$643K	Buy	20,070 +76	+0.4%	+$2.44K	0.16%	89
2023 Q3	$687K	Buy	19,994 +2,888	+17%	+$99.3K	0.19%	71
2023 Q2	$502K	Hold	17,106	–	–	0.14%	93
2023 Q1	$531K	Sell	17,106 -365	-2%	-$11.3K	0.15%	86
2022 Q4	$554K	Hold	17,471	–	–	0.18%	86
2022 Q3	$492K	Sell	17,471 -95	-0.5%	-$2.68K	0.21%	82
2022 Q2	$616K	Buy	17,566 +348	+2%	+$12.2K	0.28%	66
2022 Q1	$561K	Hold	17,218	–	–	0.17%	72
2021 Q4	$431K	Sell	17,218 -5	-0%	-$125	0.12%	111
2021 Q3	$357K	Hold	17,223	–	–	0.11%	121
2021 Q2	$413K	Hold	17,223	–	–	0.12%	116
2021 Q1	$360K	Sell	17,223 -1,790	-9%	-$37.4K	0.11%	117
2020 Q4	$319K	Hold	19,013	–	–	0.1%	134
2020 Q3	$232K	Sell	19,013 -115	-0.6%	-$1.4K	0.13%	105
2020 Q2	$322K	Sell	19,128 -260	-1%	-$4.38K	0.13%	103
2020 Q1	$306K	Hold	19,388	–	–	0.23%	57
2019 Q4	$635K	Sell	19,388 -10	-0.1%	-$328	0.23%	68
2019 Q3	$612K	Hold	19,398	–	–	0.32%	57
2019 Q2	$604K	Sell	19,398 -632	-3%	-$19.7K	0.35%	51
2019 Q1	$649K	Hold	20,030	–	–	0.57%	39
2018 Q4	$560K	Buy	+20,030	New	+$560K	0.53%	18