Asset Dedication LLC’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 | $52.3K | Hold |
787
| – | – | ﹤0.01% | 517 |
|
|
2025
Q1 | $45.1K | Hold |
787
| – | – | ﹤0.01% | 497 |
|
|
2024
Q4 | $46.7K | Hold |
787
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $45.7K | Hold |
787
| – | – | ﹤0.01% | 523 |
|
|
2024
Q2 | $38.6K | Hold |
787
| – | – | ﹤0.01% | 534 |
|
|
2024
Q1 | $43K | Sell |
787
-325
| -29% | -$17.8K | ﹤0.01% | 470 |
|
|
2023
Q4 | $58K | Hold |
1,112
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $55K | Hold |
1,112
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $58K | Buy |
1,112
+325
| +41% | +$17K | ﹤0.01% | 424 |
|
|
2023
Q1 | $37K | Hold |
787
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $36K | Hold |
787
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $31K | Buy |
+787
| New | +$31K | ﹤0.01% | 462 |
|
|
2022
Q2 | – | Sell |
-787
| Closed | -$44K | – | 907 |
|
|
2022
Q1 | $44K | Hold |
787
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $44K | Hold |
787
| – | – | 0.01% | 431 |
|
|
2021
Q3 | $41K | Buy |
787
+325
| +70% | +$16.9K | 0.01% | 446 |
|
|
2021
Q2 | $24K | Buy |
+462
| New | +$24K | ﹤0.01% | 499 |
|