Atticus Wealth Management’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 | $32.6K | Hold |
491
| – | – | 0.01% | 364 |
|
|
2025
Q1 | $28.1K | Hold |
491
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $29.1K | Hold |
491
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $28.5K | Hold |
491
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $24.1K | Hold |
491
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $26.8K | Hold |
491
| – | – | 0.01% | 298 |
|
|
2023
Q4 | $25.5K | Hold |
491
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $24K | Hold |
491
| – | – | 0.01% | 319 |
|
|
2023
Q2 | $25.6K | Hold |
491
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $22.9K | Hold |
491
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $22.8K | Hold |
491
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $22K | Hold |
491
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $22K | Hold |
491
| – | – | 0.01% | 331 |
|
|
2022
Q1 | $27K | Hold |
491
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $27K | Hold |
491
| – | – | 0.01% | 289 |
|
|
2021
Q3 | $25K | Hold |
491
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $25K | Hold |
491
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $25K | Hold |
491
| – | – | 0.01% | 261 |
|
|
2020
Q4 | $22K | Hold |
491
| – | – | 0.01% | 256 |
|
|
2020
Q3 | $20K | Hold |
491
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $18K | Hold |
491
| – | – | 0.01% | 216 |
|
|
2020
Q1 | $16K | Buy |
+491
| New | +$16K | 0.01% | 214 |
|