AssetMark Inc’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 | $124K | Buy |
1,873
+1,454
| +347% | +$96.6K | ﹤0.01% | 1321 |
|
|
2025
Q1 | $24K | Sell |
419
-78
| -16% | -$4.47K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $29.5K | Sell |
497
-44
| -8% | -$2.61K | ﹤0.01% | 1558 |
|
|
2024
Q3 | $31.4K | Buy |
541
+522
| +2,747% | +$30.3K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $931 | Buy |
19
+4
| +27% | +$196 | ﹤0.01% | 1861 |
|
|
2024
Q1 | $819 | Buy |
+15
| New | +$819 | ﹤0.01% | 1689 |
|
|
2023
Q3 | – | Sell |
-233
| Closed | -$12.1K | – | 1800 |
|
|
2023
Q2 | $12.1K | Buy |
+233
| New | +$12.1K | ﹤0.01% | 1270 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | – | – | 1732 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1637 |
|
|
2021
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1514 |
|
|
2021
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1280 |
|
|
2021
Q1 | – | Sell |
-96
| Closed | -$4K | – | 1513 |
|
|
2020
Q4 | $4K | Sell |
96
-359
| -79% | -$15K | ﹤0.01% | 1078 |
|
|
2020
Q3 | $19K | Buy |
455
+409
| +889% | +$17.1K | ﹤0.01% | 843 |
|
|
2020
Q2 | $2K | Sell |
46
-702
| -94% | -$30.5K | ﹤0.01% | 1123 |
|
|
2020
Q1 | $24K | Buy |
748
+516
| +222% | +$16.6K | ﹤0.01% | 832 |
|
|
2019
Q4 | $11K | Buy |
+232
| New | +$11K | ﹤0.01% | 1015 |
|
|
2019
Q3 | – | Sell |
-41
| Closed | -$2K | – | 1406 |
|
|
2019
Q2 | $2K | Sell |
41
-981
| -96% | -$47.9K | ﹤0.01% | 1182 |
|
|
2019
Q1 | $39K | Sell |
1,022
-14
| -1% | -$534 | ﹤0.01% | 749 |
|
|
2018
Q4 | $34K | Buy |
1,036
+77
| +8% | +$2.53K | ﹤0.01% | 773 |
|
|
2018
Q3 | $38K | Buy |
959
+39
| +4% | +$1.55K | ﹤0.01% | 804 |
|
|
2018
Q2 | $37K | Buy |
920
+112
| +14% | +$4.5K | ﹤0.01% | 788 |
|
|
2018
Q1 | $33K | Sell |
808
-1,271
| -61% | -$51.9K | ﹤0.01% | 837 |
|
|
2017
Q4 | $86K | Buy |
2,079
+1,296
| +166% | +$53.6K | ﹤0.01% | 641 |
|
|
2017
Q3 | $31K | Sell |
783
-735
| -48% | -$29.1K | ﹤0.01% | 823 |
|
|
2017
Q2 | $54K | Sell |
1,518
-325
| -18% | -$11.6K | ﹤0.01% | 663 |
|
|
2017
Q1 | $67K | Sell |
1,843
-47
| -2% | -$1.71K | ﹤0.01% | 579 |
|
|
2016
Q4 | $73K | Buy |
1,890
+680
| +56% | +$26.3K | ﹤0.01% | 544 |
|
|
2016
Q3 | $39K | Sell |
1,210
-61
| -5% | -$1.97K | ﹤0.01% | 689 |
|
|
2016
Q2 | $42K | Buy |
1,271
+884
| +228% | +$29.2K | ﹤0.01% | 644 |
|
|
2016
Q1 | $12K | Buy |
387
+347
| +868% | +$10.8K | ﹤0.01% | 839 |
|
|
2015
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1264 |
|