Avantax Advisory Services’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 | $851K | Buy |
12,802
+1,093
| +9% | +$72.6K | ﹤0.01% | 1264 |
|
|
2025
Q1 | $670K | Sell |
11,709
-353
| -3% | -$20.2K | ﹤0.01% | 1326 |
|
|
2024
Q4 | $716K | Buy |
12,062
+17
| +0.1% | +$1.01K | ﹤0.01% | 1229 |
|
|
2024
Q3 | $699K | Sell |
12,045
-1,105
| -8% | -$64.1K | ﹤0.01% | 1210 |
|
|
2024
Q2 | $644K | Buy |
13,150
+1,325
| +11% | +$64.9K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $645K | Sell |
11,825
-1,275
| -10% | -$69.6K | 0.01% | 927 |
|
|
2023
Q4 | $679K | Sell |
13,100
-667
| -5% | -$34.6K | 0.01% | 862 |
|
|
2023
Q3 | $672K | Buy |
13,767
+424
| +3% | +$20.7K | 0.01% | 825 |
|
|
2023
Q2 | $695K | Sell |
13,343
-6
| -0% | -$313 | 0.01% | 816 |
|
|
2023
Q1 | $623K | Buy |
13,349
+320
| +2% | +$14.9K | 0.01% | 820 |
|
|
2022
Q4 | $605K | Sell |
13,029
-67
| -0.5% | -$3.11K | 0.01% | 789 |
|
|
2022
Q3 | $521K | Buy |
13,096
+470
| +4% | +$18.7K | 0.01% | 755 |
|
|
2022
Q2 | $578K | Buy |
12,626
+1,660
| +15% | +$76K | 0.01% | 727 |
|
|
2022
Q1 | $614K | Sell |
10,966
-2,241
| -17% | -$125K | 0.01% | 714 |
|
|
2021
Q4 | $735K | Buy |
13,207
+37
| +0.3% | +$2.06K | 0.01% | 617 |
|
|
2021
Q3 | $677K | Buy |
13,170
+761
| +6% | +$39.1K | 0.01% | 606 |
|
|
2021
Q2 | $639K | Buy |
12,409
+212
| +2% | +$10.9K | 0.01% | 612 |
|
|
2021
Q1 | $616K | Buy |
12,197
+3,088
| +34% | +$156K | 0.01% | 559 |
|
|
2020
Q4 | $403K | Sell |
9,109
-8,358
| -48% | -$370K | 0.01% | 621 |
|
|
2020
Q3 | $710K | Buy |
17,467
+11,534
| +194% | +$469K | 0.01% | 667 |
|
|
2020
Q2 | $218K | Buy |
+5,933
| New | +$218K | 0.01% | 754 |
|
|
2020
Q1 | – | Sell |
-6,652
| Closed | -$304K | – | 880 |
|
|
2019
Q4 | $304K | Buy |
6,652
+269
| +4% | +$12.3K | 0.01% | 621 |
|
|
2019
Q3 | $285K | Sell |
6,383
-377
| -6% | -$16.8K | 0.01% | 444 |
|
|
2019
Q2 | $280K | Buy |
6,760
+763
| +13% | +$31.6K | 0.01% | 412 |
|
|
2019
Q1 | $230K | Buy |
+5,997
| New | +$230K | 0.01% | 424 |
|