Sawyer & 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	$85K	Hold	2,260	–	–	0.03%	108
2025 Q1	$88K	Sell	2,260 -60	-3%	-$2.34K	0.04%	108
2024 Q4	$83K	Sell	2,320 -2,875	-55%	-$103K	0.03%	109
2024 Q3	$192K	Sell	5,195 -1,997	-28%	-$73.8K	0.07%	99
2024 Q2	$274K	Sell	7,192 -70	-1%	-$2.67K	0.11%	90
2024 Q1	$268K	Sell	7,262 -370	-5%	-$13.7K	0.11%	92
2023 Q4	$245K	Sell	7,632 -1,750	-19%	-$56.2K	0.11%	90
2023 Q3	$323K	Sell	9,382 -135	-1%	-$4.65K	0.15%	88
2023 Q2	$279K	Hold	9,517	–	–	0.13%	91
2023 Q1	$303K	Sell	9,517 -265	-3%	-$8.44K	0.16%	86
2022 Q4	$310K	Hold	9,782	–	–	0.15%	89
2022 Q3	$275K	Sell	9,782 -1,000	-9%	-$28.1K	0.15%	90
2022 Q2	$378K	Sell	10,782 -1,129	-9%	-$39.6K	0.19%	84
2022 Q1	$388K	Sell	11,911 -1,000	-8%	-$32.6K	0.17%	87
2021 Q4	$323K	Sell	12,911 -1,660	-11%	-$41.5K	0.14%	89
2021 Q3	$302K	Sell	14,571 -2,750	-16%	-$57K	0.14%	89
2021 Q2	$415K	Hold	17,321	–	–	0.19%	84
2021 Q1	$362K	Hold	17,321	–	–	0.18%	83
2020 Q4	$291K	Sell	17,321 -4,925	-22%	-$82.7K	0.15%	87
2020 Q3	$272K	Sell	22,246 -3,290	-13%	-$40.2K	0.16%	87
2020 Q2	$431K	Sell	25,536 -250	-1%	-$4.22K	0.27%	78
2020 Q1	$407K	Sell	25,786 -627	-2%	-$9.9K	0.32%	74
2019 Q4	$866K	Sell	26,413 -825	-3%	-$27K	0.56%	53
2019 Q3	$860K	Sell	27,238 -1,292	-5%	-$40.8K	0.61%	51
2019 Q2	$889K	Sell	28,530 -1,000	-3%	-$31.2K	0.6%	55
2019 Q1	$958K	Sell	29,530 -725	-2%	-$23.5K	0.63%	55
2018 Q4	$846K	Sell	30,255 -3,650	-11%	-$102K	0.62%	51
2018 Q3	$1.31M	Sell	33,905 -3,610	-10%	-$140K	0.8%	42
2018 Q2	$1.53M	Sell	37,515 -500	-1%	-$20.3K	1%	33
2018 Q1	$1.31M	Hold	38,015	–	–	0.89%	40
2017 Q4	$1.4M	Buy	+38,015	New	+$1.4M	0.92%	38