Achmea Investment Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-145,778
| Closed | -$7.15M | – | 439 |
|
|
2024
Q2 | $7.15M | Hold |
145,778
| – | – | 0.13% | 180 |
|
|
2024
Q1 | $7.96M | Buy |
145,778
+8,608
| +6% | +$470K | 0.15% | 159 |
|
|
2023
Q4 | $7.15M | Hold |
137,170
| – | – | 0.15% | 167 |
|
|
2023
Q3 | $6.72M | Buy |
137,170
+13,776
| +11% | +$675K | 0.15% | 164 |
|
|
2023
Q2 | $6.44M | Buy |
123,394
+58,890
| +91% | +$3.07M | 0.14% | 172 |
|
|
2023
Q1 | $3.01M | Buy |
64,504
+63,928
| +11,099% | +$2.98M | 0.09% | 242 |
|
|
2022
Q4 | $25K | Hold |
576
| – | – | ﹤0.01% | 602 |
|
|
2022
Q3 | $24K | Hold |
576
| – | – | ﹤0.01% | 593 |
|
|
2022
Q2 | $26K | Buy |
576
+5
| +0.9% | +$226 | ﹤0.01% | 583 |
|
|
2022
Q1 | $32K | Buy |
+571
| New | +$32K | ﹤0.01% | 590 |
|
|
2021
Q4 | – | Sell |
-701
| Closed | -$36K | – | 568 |
|
|
2021
Q3 | $36K | Sell |
701
-52,511
| -99% | -$2.7M | ﹤0.01% | 547 |
|
|
2021
Q2 | $2.75M | Sell |
53,212
-66,980
| -56% | -$3.46M | 0.09% | 266 |
|
|
2021
Q1 | $6.07M | Sell |
120,192
-34,671
| -22% | -$1.75M | 0.21% | 136 |
|
|
2020
Q4 | $6.88M | Buy |
154,863
+7,023
| +5% | +$312K | 0.25% | 111 |
|
|
2020
Q3 | $6.01M | Buy |
+147,840
| New | +$6.01M | 0.25% | 110 |
|