Bank of Nova Scotia Trust’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$22.1M Buy
353,727
+43,464
+14% +$2.78M 1.9% 18
2025
Q4
$19.4M Sell
310,263
-1,813
-0.6% -$110K 1.68% 19
2025
Q3
$18.7M Buy
312,076
+1,929
+0.6% +$116K 1.74% 19
2025
Q2
$20.6M Buy
310,147
+6,424
+2% +$394K 2.03% 14
2025
Q1
$17.4M Sell
303,723
-12,517
-4% -$713K 1.86% 20
2024
Q4
$18.8M Buy
316,240
+7,155
+2% +$422K 1.98% 15
2024
Q3
$17.9M Buy
309,085
+8,982
+3% +$469K 1.82% 18
2024
Q2
$14.7M Buy
300,103
+17,787
+6% +$903K 1.64% 20
2024
Q1
$15.4M Buy
282,316
+19,862
+8% +$1.05M 1.66% 20
2023
Q4
$13.6M Buy
262,454
+12,968
+5% +$638K 1.53% 23
2023
Q3
$12.2M Buy
249,486
+24,084
+11% +$1.21M 1.45% 27
2023
Q2
$11.7M Sell
225,402
-3,102
-1% -$152K 1.23% 29
2023
Q1
$10.7M Buy
228,504
+7,761
+4% +$374K 1.17% 30
2022
Q4
$10.2M Sell
220,743
-4,967
-2% -$220K 1.11% 32
2022
Q3
$8.97M Buy
225,710
+7,443
+3% +$334K 1.02% 31
2022
Q2
$10M Buy
218,267
+41,643
+24% +$2.07M 1.02% 32
2022
Q1
$9.86M Buy
176,624
+12,968
+8% +$714K 0.86% 36
2021
Q4
$9.11M Sell
163,656
-4,537
-3% -$251K 0.79% 42
2021
Q3
$8.65M Sell
168,193
-8,990
-5% -$462K 0.78% 42
2021
Q2
$9.13M Buy
177,183
+15,876
+10% +$839K 0.81% 40
2021
Q1
$8.15M Sell
161,307
-7,181
-4% -$352K 0.78% 41
2020
Q4
$7.49M Buy
168,488
+10,570
+7% +$458K 0.78% 41
2020
Q3
$6.43M Sell
157,918
-1,469
-0.9% -$59.4K 0.79% 38
2020
Q2
$5.86M Sell
159,387
-3,888
-2% -$134K 0.87% 35
2020
Q1
$5.24M Sell
163,275
-4,257
-3% -$182K 0.78% 40
2019
Q4
$7.63M Sell
167,532
-5,064
-3% -$228K 0.87% 37
2019
Q3
$7.73M Sell
172,596
-5,918
-3% -$247K 0.91% 37
2019
Q2
$7.38M Sell
178,514
-7,650
-4% -$307K 0.87% 38
2019
Q1
$7.15M Sell
186,164
-10,679
-5% -$392K 0.87% 40
2018
Q4
$6.53M Sell
196,843
-757
-0.4% -$27.4K 0.89% 38
2018
Q3
$7.86M Sell
197,600
-2,108
-1% -$84.4K 0.86% 35
2018
Q2
$8.02M Buy
199,708
+4,157
+2% +$172K 0.89% 32
2018
Q1
$8.04M Sell
195,551
-551
-0.3% -$23.2K 0.94% 28
2017
Q4
$8.09M Sell
196,102
-11,028
-5% -$440K 0.88% 29
2017
Q3
$8.25M Sell
207,130
-247
-0.1% -$9.43K 0.87% 26
2017
Q2
$7.41M Sell
207,377
-2,652
-1% -$91.5K 0.85% 29
2017
Q1
$7.68M Buy
210,029
+626
+0.3% +$23.8K 0.87% 26
2016
Q4
$8.04M Sell
209,403
-1,490
-0.7% -$54K 0.92% 21
2016
Q3
$6.86M Buy
210,893
+970
+0.5% +$31.2K 0.82% 28
2016
Q2
$6.89M Sell
209,923
-6,761
-3% -$227K 0.9% 26
2016
Q1
$6.99M Sell
216,684
-5,595
-3% -$164K 0.95% 25
2015
Q4
$6.93M Sell
222,279
-7,053
-3% -$233K 1.04% 23
2015
Q3
$7.4M Buy
229,332
+1,402
+0.6% +$45.4K 1.04% 22
2015
Q2
$7.6M Sell
227,930
-2,353
-1% -$77.6K 0.97% 26
2015
Q1
$7.1M Sell
230,283
-3,517
-2% -$112K 0.92% 27
2014
Q4
$8.43M Sell
233,800
-228,142
-49% -$8.16M 1.02% 25
2014
Q3
$16.8M Sell
461,942
-21,836
-5% -$820K 1.95% 16
2014
Q2
$17.9M Buy
483,778
+228,233
+89% +$7.86M 1.93% 16
2014
Q1
$8.85M Buy
255,545
+8,723
+4% +$300K 1.18% 22
2013
Q4
$8.72M Sell
246,822
-2,725
-1% -$92.8K 1.18% 23
2013
Q3
$7.98M Sell
249,547
-10,796
-4% -$343K 1.14% 23
2013
Q2
$8.05M Buy
+260,343
New +$7.41M 1.19% 24

Other funds holding SLF