Allworth Financial’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.9K | Sell |
1,117
-4
| -0.4% | -$256 | ﹤0.01% | 2082 |
|
|
2025
Q4 | $69.9K | Buy |
1,121
+43
| +4% | +$2.6K | ﹤0.01% | 1974 |
|
|
2025
Q3 | $64.7K | Buy |
1,078
+37
| +4% | +$2.23K | ﹤0.01% | 1946 |
|
|
2025
Q2 | $69.2K | Buy |
1,041
+598
| +135% | +$36.7K | ﹤0.01% | 1751 |
|
|
2025
Q1 | $25.8K | Buy |
443
+32
| +8% | +$1.82K | ﹤0.01% | 1922 |
|
|
2024
Q4 | $24K | Buy |
411
+42
| +11% | +$2.48K | ﹤0.01% | 1983 |
|
|
2024
Q3 | $21.4K | Hold |
369
| – | – | ﹤0.01% | 1863 |
|
|
2024
Q2 | $18.3K | Hold |
369
| – | – | ﹤0.01% | 1941 |
|
|
2024
Q1 | $20.1K | Sell |
369
-1,187
| -76% | -$62.8K | ﹤0.01% | 1772 |
|
|
2023
Q4 | $80.7K | Buy |
1,556
+29
| +2% | +$1.43K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $74.5K | Buy |
1,527
+14
| +0.9% | +$702 | ﹤0.01% | 985 |
|
|
2023
Q2 | $78.9K | Hold |
1,513
| – | – | ﹤0.01% | 973 |
|
|
2023
Q1 | $70.7K | Hold |
1,513
| – | – | ﹤0.01% | 964 |
|
|
2022
Q4 | $70.2K | Buy |
1,513
+208
| +16% | +$9.2K | ﹤0.01% | 901 |
|
|
2022
Q3 | $52K | Buy |
1,305
+57
| +5% | +$2.56K | ﹤0.01% | 953 |
|
|
2022
Q2 | $57K | Buy |
1,248
+43
| +4% | +$2.14K | ﹤0.01% | 865 |
|
|
2022
Q1 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 815 |
|
|
2021
Q4 | $67K | Sell |
1,205
-421
| -26% | -$23.3K | ﹤0.01% | 775 |
|
|
2021
Q3 | $84K | Hold |
1,626
| – | – | ﹤0.01% | 651 |
|
|
2021
Q2 | $84K | Hold |
1,626
| – | – | ﹤0.01% | 505 |
|
|
2021
Q1 | $82K | Hold |
1,626
| – | – | ﹤0.01% | 480 |
|
|
2020
Q4 | $72K | Hold |
1,626
| – | – | ﹤0.01% | 413 |
|
|
2020
Q3 | $66K | Hold |
1,626
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $60K | Hold |
1,626
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $52K | Hold |
1,626
| – | – | ﹤0.01% | 396 |
|
|
2019
Q4 | $74K | Hold |
1,626
| – | – | ﹤0.01% | 315 |
|
|
2019
Q3 | $73K | Hold |
1,626
| – | – | ﹤0.01% | 272 |
|
|
2019
Q2 | $67K | Hold |
1,626
| – | – | ﹤0.01% | 281 |
|
|
2019
Q1 | $62K | Hold |
1,626
| – | – | ﹤0.01% | 285 |
|
|
2018
Q4 | $54K | Hold |
1,626
| – | – | ﹤0.01% | 268 |
|
|
2018
Q3 | $65K | Hold |
1,626
| – | – | ﹤0.01% | 258 |
|
|
2018
Q2 | $65K | Hold |
1,626
| – | – | ﹤0.01% | 249 |
|
|
2018
Q1 | $67K | Hold |
1,626
| – | – | 0.01% | 214 |
|
|
2017
Q4 | $67K | Hold |
1,626
| – | – | 0.01% | 210 |
|
|
2017
Q3 | $65K | Hold |
1,626
| – | – | 0.01% | 209 |
|
|
2017
Q2 | $58K | Buy |
+1,626
| New | +$56.1K | 0.01% | 232 |
|
|
2015
Q4 | – | Sell |
-1,262
| Closed | -$41K | – | 656 |
|
|
2015
Q3 | $41K | Hold |
1,262
| – | – | 0.01% | 228 |
|
|
2015
Q2 | $42K | Hold |
1,262
| – | – | 0.02% | 220 |
|
|
2015
Q1 | $39K | Buy |
+1,262
| New | +$40.3K | 0.01% | 227 |
|
Other funds holding SLF
VCM
