Ballast Inc’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 | – | Sell |
-4,083
| Closed | -$234K | – | 218 |
|
|
2025
Q1 | $234K | Hold |
4,083
| – | – | 0.07% | 120 |
|
|
2024
Q4 | $242K | Hold |
4,083
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $237K | Hold |
4,083
| – | – | 0.07% | 119 |
|
|
2024
Q2 | $200K | Hold |
4,083
| – | – | 0.06% | 120 |
|
|
2024
Q1 | $223K | Hold |
4,083
| – | – | 0.07% | 118 |
|
|
2023
Q4 | $212K | Buy |
+4,083
| New | +$212K | 0.07% | 115 |
|
|
2023
Q3 | – | Sell |
-4,083
| Closed | -$213K | – | 116 |
|
|
2023
Q2 | $213K | Buy |
+4,083
| New | +$213K | 0.08% | 114 |
|