Baird Financial Group’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 | $421K | Sell |
6,334
-1
| -0% | -$66 | ﹤0.01% | 1471 |
|
|
2025
Q1 | $363K | Buy |
6,335
+423
| +7% | +$24.2K | ﹤0.01% | 1493 |
|
|
2024
Q4 | $351K | Buy |
5,912
+250
| +4% | +$14.8K | ﹤0.01% | 1504 |
|
|
2024
Q3 | $329K | Sell |
5,662
-258
| -4% | -$15K | ﹤0.01% | 1515 |
|
|
2024
Q2 | $290K | Buy |
5,920
+259
| +5% | +$12.7K | ﹤0.01% | 1567 |
|
|
2024
Q1 | $309K | Sell |
5,661
-1
| -0% | -$55 | ﹤0.01% | 1541 |
|
|
2023
Q4 | $294K | Hold |
5,662
| – | – | ﹤0.01% | 1526 |
|
|
2023
Q3 | $276K | Buy |
5,662
+529
| +10% | +$25.8K | ﹤0.01% | 1529 |
|
|
2023
Q2 | $268K | Sell |
5,133
-100
| -2% | -$5.21K | ﹤0.01% | 1539 |
|
|
2023
Q1 | $244K | Sell |
5,233
-1
| -0% | -$47 | ﹤0.01% | 1561 |
|
|
2022
Q4 | $243K | Sell |
5,234
-224
| -4% | -$10.4K | ﹤0.01% | 1534 |
|
|
2022
Q3 | $217K | Sell |
5,458
-1
| -0% | -$40 | ﹤0.01% | 1578 |
|
|
2022
Q2 | $250K | Hold |
5,459
| – | – | ﹤0.01% | 1617 |
|
|
2022
Q1 | $305K | Buy |
5,459
+1
| +0% | +$56 | ﹤0.01% | 1609 |
|
|
2021
Q4 | $304K | Sell |
5,458
-226
| -4% | -$12.6K | ﹤0.01% | 1663 |
|
|
2021
Q3 | $292K | Buy |
+5,684
| New | +$292K | ﹤0.01% | 1678 |
|
|
2015
Q4 | – | Sell |
-21,640
| Closed | -$698K | – | 1277 |
|
|
2015
Q3 | $698K | Buy |
21,640
+476
| +2% | +$15.4K | 0.01% | 819 |
|
|
2015
Q2 | $707K | Buy |
+21,164
| New | +$707K | 0.01% | 859 |
|