Allworth Financial’s Sun Life Financial SLF Stock Holding History

Allworth Financial’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$69.2K	Buy	1,041 +598	+135%	+$39.7K	﹤0.01%	1743
2025 Q1	$25.8K	Buy	443 +32	+8%	+$1.87K	﹤0.01%	1915
2024 Q4	$24K	Buy	411 +42	+11%	+$2.45K	﹤0.01%	1978
2024 Q3	$21.4K	Hold	369	–	–	﹤0.01%	1861
2024 Q2	$18.3K	Hold	369	–	–	﹤0.01%	1941
2024 Q1	$20.1K	Sell	369 -1,187	-76%	-$64.8K	﹤0.01%	1772
2023 Q4	$80.7K	Buy	1,556 +29	+2%	+$1.5K	﹤0.01%	1025
2023 Q3	$74.5K	Buy	1,527 +14	+0.9%	+$683	﹤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%	+$9.66K	﹤0.01%	901
2022 Q3	$52K	Buy	1,305 +57	+5%	+$2.27K	﹤0.01%	953
2022 Q2	$57K	Buy	1,248 +43	+4%	+$1.96K	﹤0.01%	865
2022 Q1	$67K	Hold	1,205	–	–	﹤0.01%	815
2021 Q4	$67K	Sell	1,205 -421	-26%	-$23.4K	﹤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	+$58K	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	+$39K	0.01%	227