Addison Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8K | Buy |
704
+231
| +49% | +$15.4K | 0.01% | 417 |
|
|
2025
Q1 | $27.1K | Sell |
473
-142
| -23% | -$8.13K | 0.01% | 460 |
|
|
2024
Q4 | $36.5K | Sell |
615
-35
| -5% | -$2.08K | 0.01% | 417 |
|
|
2024
Q3 | $37.7K | Buy |
650
+361
| +125% | +$20.9K | 0.01% | 429 |
|
|
2024
Q2 | $14.2K | Buy |
289
+263
| +1,012% | +$12.9K | ﹤0.01% | 525 |
|
|
2024
Q1 | $1.42K | Buy |
+26
| New | +$1.42K | ﹤0.01% | 633 |
|
|
2022
Q4 | – | Sell |
-743
| Closed | -$30K | – | 806 |
|
|
2022
Q3 | $30K | Buy |
743
+500
| +206% | +$20.2K | 0.02% | 315 |
|
|
2022
Q2 | $11K | Hold |
243
| – | – | 0.01% | 434 |
|
|
2022
Q1 | $14K | Hold |
243
| – | – | 0.01% | 437 |
|
|
2021
Q4 | $14K | Buy |
+243
| New | +$14K | 0.01% | 383 |
|