Atlas Capital Advisors’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 |
-1,358
| Closed | -$70.4K | – | 951 |
|
|
2023
Q4 | $70.4K | Hold |
1,358
| – | – | 0.01% | 546 |
|
|
2023
Q3 | $66.3K | Hold |
1,358
| – | – | 0.01% | 505 |
|
|
2023
Q2 | $70.8K | Buy |
+1,358
| New | +$70.8K | 0.01% | 527 |
|
|
2022
Q2 | – | Sell |
-177
| Closed | -$9.88K | – | 1021 |
|
|
2022
Q1 | $9.88K | Hold |
177
| – | – | ﹤0.01% | 708 |
|
|
2021
Q4 | $9.86K | Hold |
177
| – | – | ﹤0.01% | 721 |
|
|
2021
Q3 | $9.11K | Sell |
177
-278
| -61% | -$14.3K | ﹤0.01% | 738 |
|
|
2021
Q2 | $23.5K | Hold |
455
| – | – | ﹤0.01% | 633 |
|
|
2021
Q1 | $23K | Hold |
455
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $20.2K | Buy |
+455
| New | +$20.2K | ﹤0.01% | 542 |
|
|
2020
Q3 | – | Sell |
-745
| Closed | -$27.4K | – | 547 |
|
|
2020
Q2 | $27.4K | Hold |
745
| – | – | 0.01% | 525 |
|
|
2020
Q1 | $23.9K | Sell |
745
-420
| -36% | -$13.5K | 0.01% | 503 |
|
|
2019
Q4 | $53.1K | Hold |
1,165
| – | – | 0.01% | 461 |
|
|
2019
Q3 | $52.2K | Sell |
1,165
-575
| -33% | -$25.8K | 0.02% | 459 |
|
|
2019
Q2 | $72K | Hold |
1,740
| – | – | 0.02% | 440 |
|
|
2019
Q1 | $66.8K | Hold |
1,740
| – | – | 0.02% | 398 |
|
|
2018
Q4 | $57.8K | Sell |
1,740
-16,972
| -91% | -$563K | 0.02% | 394 |
|
|
2018
Q3 | $741K | Sell |
18,712
-2,128
| -10% | -$84.3K | 0.25% | 111 |
|
|
2018
Q2 | $848K | Buy |
20,840
+13,691
| +192% | +$557K | 0.3% | 97 |
|
|
2018
Q1 | $294K | Buy |
+7,149
| New | +$294K | 0.09% | 250 |
|