Advisory Services Network’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
Q1 | – | Sell |
-70
| Closed | -$3.63K | – | 3334 |
|
2023
Q4 | $3.63K | Buy |
+70
| New | +$3.63K | ﹤0.01% | 3221 |
|
2023
Q2 | – | Sell |
-6,239
| Closed | -$291K | – | 3333 |
|
2023
Q1 | $291K | Buy |
6,239
+86
| +1% | +$4.02K | 0.01% | 1148 |
|
2022
Q4 | $286K | Buy |
6,153
+107
| +2% | +$4.97K | 0.01% | 1106 |
|
2022
Q3 | $240K | Buy |
6,046
+59
| +1% | +$2.34K | 0.01% | 1126 |
|
2022
Q2 | $274K | Sell |
5,987
-1,952
| -25% | -$89.3K | 0.01% | 1113 |
|
2022
Q1 | $443K | Buy |
7,939
+2,047
| +35% | +$114K | 0.01% | 966 |
|
2021
Q4 | $328K | Buy |
5,892
+42
| +0.7% | +$2.34K | 0.01% | 1070 |
|
2021
Q3 | $301K | Buy |
5,850
+42
| +0.7% | +$2.16K | 0.01% | 1101 |
|
2021
Q2 | $299K | Buy |
5,808
+42
| +0.7% | +$2.16K | 0.01% | 1092 |
|
2021
Q1 | $291K | Buy |
5,766
+47
| +0.8% | +$2.37K | 0.01% | 1041 |
|
2020
Q4 | $254K | Sell |
5,719
-260
| -4% | -$11.5K | 0.01% | 977 |
|
2020
Q3 | $244K | Sell |
5,979
-56
| -0.9% | -$2.29K | 0.01% | 904 |
|
2020
Q2 | $221K | Buy |
6,035
+363
| +6% | +$13.3K | 0.01% | 907 |
|
2020
Q1 | $182K | Buy |
5,672
+44
| +0.8% | +$1.41K | 0.01% | 855 |
|
2019
Q4 | $256K | Buy |
5,628
+88
| +2% | +$4K | 0.01% | 830 |
|
2019
Q3 | $229K | Hold |
5,540
| – | – | 0.01% | 788 |
|
2019
Q2 | $229K | Buy |
5,540
+44
| +0.8% | +$1.82K | 0.01% | 786 |
|
2019
Q1 | $211K | Buy |
5,496
+155
| +3% | +$5.95K | 0.01% | 768 |
|
2018
Q4 | $177K | Buy |
5,341
+41
| +0.8% | +$1.36K | 0.02% | 733 |
|
2018
Q3 | $211K | Hold |
5,300
| – | – | 0.02% | 743 |
|
2018
Q2 | $215K | Buy |
5,300
+79
| +2% | +$3.21K | 0.02% | 728 |
|
2018
Q1 | $215K | Sell |
5,221
-199
| -4% | -$8.2K | 0.02% | 749 |
|
2017
Q4 | $224K | Buy |
5,420
+39
| +0.7% | +$1.61K | 0.02% | 735 |
|
2017
Q3 | $214K | Buy |
5,381
+43
| +0.8% | +$1.71K | 0.02% | 643 |
|
2017
Q2 | $191K | Buy |
5,338
+38
| +0.7% | +$1.36K | 0.02% | 635 |
|
2017
Q1 | $194K | Buy |
+5,300
| New | +$194K | 0.03% | 614 |
|
2016
Q3 | $162K | Buy |
4,991
+40
| +0.8% | +$1.3K | 0.03% | 559 |
|
2016
Q2 | $163K | Buy |
4,951
+39
| +0.8% | +$1.28K | 0.04% | 491 |
|
2016
Q1 | $158K | Buy |
4,912
+39
| +0.8% | +$1.25K | 0.04% | 425 |
|
2015
Q4 | $152K | Buy |
4,873
+36
| +0.7% | +$1.12K | 0.05% | 375 |
|
2015
Q3 | $156K | Buy |
+4,837
| New | +$156K | 0.05% | 319 |
|