Avior 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
Q1 | – | Sell |
-224
| Closed | -$13.3K | – | 2066 |
|
|
2024
Q4 | $13.3K | Buy |
224
+2
| +0.9% | +$119 | ﹤0.01% | 1529 |
|
|
2024
Q3 | $12.9K | Buy |
222
+1
| +0.5% | +$58 | ﹤0.01% | 1478 |
|
|
2024
Q2 | $10.9K | Sell |
221
-127
| -36% | -$6.24K | ﹤0.01% | 1493 |
|
|
2024
Q1 | $19K | Buy |
348
+224
| +181% | +$12.2K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $6.45K | Buy |
124
+1
| +0.8% | +$52 | ﹤0.01% | 1080 |
|
|
2023
Q3 | $6.01K | Buy |
123
+2
| +2% | +$98 | ﹤0.01% | 1135 |
|
|
2023
Q2 | $6.36K | Buy |
121
+1
| +0.8% | +$53 | ﹤0.01% | 1114 |
|
|
2023
Q1 | $5.64K | Sell |
120
-34
| -22% | -$1.6K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $7.18K | Sell |
154
-18
| -10% | -$839 | ﹤0.01% | 903 |
|
|
2022
Q3 | $6K | Buy |
172
+1
| +0.6% | +$35 | ﹤0.01% | 924 |
|
|
2022
Q2 | $7K | Buy |
171
+1
| +0.6% | +$41 | ﹤0.01% | 823 |
|
|
2022
Q1 | $9K | Buy |
170
+1
| +0.6% | +$53 | ﹤0.01% | 847 |
|
|
2021
Q4 | $9K | Buy |
169
+1
| +0.6% | +$53 | ﹤0.01% | 824 |
|
|
2021
Q3 | $8K | Buy |
168
+10
| +6% | +$476 | ﹤0.01% | 797 |
|
|
2021
Q2 | $8K | Buy |
158
+1
| +0.6% | +$51 | ﹤0.01% | 782 |
|
|
2021
Q1 | $7K | Buy |
157
+2
| +1% | +$89 | ﹤0.01% | 810 |
|
|
2020
Q4 | $6K | Hold |
155
| – | – | ﹤0.01% | 774 |
|
|
2020
Q3 | $6K | Buy |
155
+45
| +41% | +$1.74K | ﹤0.01% | 741 |
|
|
2020
Q2 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 741 |
|