AE Wealth 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
Q1 | – | Sell |
-48,732
| Closed | -$2.5M | – | 1849 |
|
|
2023
Q4 | $2.5M | Buy |
48,732
+6,152
| +14% | +$316K | 0.01% | 829 |
|
|
2023
Q3 | $2.08M | Buy |
42,580
+116
| +0.3% | +$5.66K | 0.01% | 838 |
|
|
2023
Q2 | $2.21M | Buy |
42,464
+5,162
| +14% | +$269K | 0.01% | 812 |
|
|
2023
Q1 | $1.74M | Buy |
37,302
+9,693
| +35% | +$453K | 0.01% | 847 |
|
|
2022
Q4 | $1.28M | Buy |
27,609
+10,796
| +64% | +$501K | 0.01% | 894 |
|
|
2022
Q3 | $668K | Buy |
16,813
+641
| +4% | +$25.5K | 0.01% | 1100 |
|
|
2022
Q2 | $741K | Buy |
16,172
+1,205
| +8% | +$55.2K | 0.01% | 997 |
|
|
2022
Q1 | $836K | Buy |
14,967
+938
| +7% | +$52.4K | 0.01% | 978 |
|
|
2021
Q4 | $781K | Buy |
14,029
+838
| +6% | +$46.7K | 0.01% | 1048 |
|
|
2021
Q3 | $679K | Buy |
13,191
+1,170
| +10% | +$60.2K | 0.01% | 1021 |
|
|
2021
Q2 | $620K | Sell |
12,021
-95
| -0.8% | -$4.9K | 0.01% | 1054 |
|
|
2021
Q1 | $612K | Buy |
12,116
+1,242
| +11% | +$62.7K | 0.01% | 936 |
|
|
2020
Q4 | $483K | Sell |
10,874
-242
| -2% | -$10.7K | 0.01% | 975 |
|
|
2020
Q3 | $453K | Buy |
11,116
+52
| +0.5% | +$2.12K | 0.01% | 907 |
|
|
2020
Q2 | $407K | Buy |
11,064
+4,640
| +72% | +$171K | 0.01% | 937 |
|
|
2020
Q1 | $206K | Buy |
6,424
+246
| +4% | +$7.89K | ﹤0.01% | 997 |
|
|
2019
Q4 | $282K | Buy |
6,178
+639
| +12% | +$29.2K | 0.01% | 922 |
|
|
2019
Q3 | $248K | Buy |
5,539
+86
| +2% | +$3.85K | 0.01% | 853 |
|
|
2019
Q2 | $226K | Buy |
+5,453
| New | +$226K | 0.01% | 860 |
|
|
2018
Q4 | – | Sell |
-5,661
| Closed | -$225K | – | 575 |
|
|
2018
Q3 | $225K | Buy |
+5,661
| New | +$225K | 0.01% | 529 |
|