BCM
Barometer Capital Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-298
| Closed | -$25.4K | – | 181 |
|
|
2024
Q4 | $25.4K | Buy |
+298
| New | +$25.4K | 0.01% | 133 |
|
|
2024
Q2 | – | Sell |
-7,604
| Closed | -$534K | – | 225 |
|
|
2024
Q1 | $534K | Sell |
7,604
-2,206
| -22% | -$155K | 0.14% | 90 |
|
|
2023
Q4 | $674K | Sell |
9,810
-142,040
| -94% | -$9.76M | 0.19% | 83 |
|
|
2023
Q3 | $10.1M | Buy |
151,850
+10,200
| +7% | +$676K | 3.17% | 9 |
|
|
2023
Q2 | $9.78M | Sell |
141,650
-15,900
| -10% | -$1.1M | 2.61% | 12 |
|
|
2023
Q1 | $9.95M | Buy |
+157,550
| New | +$9.95M | 2.55% | 11 |
|
|
2022
Q1 | – | Sell |
-190,193
| Closed | -$13.4M | – | 154 |
|
|
2021
Q4 | $13.4M | Buy |
190,193
+138,403
| +267% | +$9.74M | 2.25% | 15 |
|
|
2021
Q3 | $3.38M | Buy |
51,790
+2,290
| +5% | +$149K | 0.65% | 47 |
|
|
2021
Q2 | $3.16M | Sell |
49,500
-271,510
| -85% | -$17.4M | 0.61% | 52 |
|
|
2021
Q1 | $20.4M | Buy |
321,010
+316,410
| +6,878% | +$20.1M | 3.38% | 3 |
|
|
2020
Q4 | $260K | Sell |
4,600
-15,200
| -77% | -$860K | 0.05% | 139 |
|
|
2020
Q3 | $1.07M | Buy |
19,800
+12,900
| +187% | +$700K | 0.22% | 76 |
|
|
2020
Q2 | $344K | Buy |
+6,900
| New | +$344K | 0.06% | 120 |
|
|
2020
Q1 | – | Sell |
-322,300
| Closed | -$19.1M | – | 144 |
|
|
2019
Q4 | $19.1M | Buy |
322,300
+61,500
| +24% | +$3.64M | 3.02% | 6 |
|
|
2019
Q3 | $15.5M | Buy |
+260,800
| New | +$15.5M | 1.66% | 15 |
|
|
2018
Q3 | – | Sell |
-150,200
| Closed | -$6.03M | – | 173 |
|
|
2018
Q2 | $6.03M | Sell |
150,200
-537,324
| -78% | -$21.6M | 0.5% | 79 |
|
|
2018
Q1 | $28.3M | Buy |
687,524
+220,437
| +47% | +$9.06M | 2.39% | 9 |
|
|
2017
Q4 | $19.3M | Buy |
467,087
+404,787
| +650% | +$16.7M | 1.74% | 16 |
|
|
2017
Q3 | $2.48M | Buy |
+62,300
| New | +$2.48M | 0.24% | 99 |
|
|
2017
Q1 | – | Sell |
-397,800
| Closed | -$15.3M | – | 170 |
|
|
2016
Q4 | $15.3M | Buy |
+397,800
| New | +$15.3M | 1.71% | 22 |
|
|
2016
Q3 | – | Sell |
-23,003
| Closed | -$755K | – | 173 |
|
|
2016
Q2 | $755K | Sell |
23,003
-15,197
| -40% | -$499K | 0.07% | 119 |
|
|
2016
Q1 | $1.23M | Sell |
38,200
-850,739
| -96% | -$27.5M | 0.12% | 96 |
|
|
2015
Q4 | $38.4M | Buy |
888,939
+32,100
| +4% | +$1.39M | 3.71% | 3 |
|
|
2015
Q3 | $36.9M | Buy |
856,839
+44,647
| +5% | +$1.92M | 4.55% | 2 |
|
|
2015
Q2 | $27.1M | Buy |
812,192
+343,469
| +73% | +$11.5M | 2.2% | 20 |
|
|
2015
Q1 | $18.3M | Sell |
468,723
-914,910
| -66% | -$35.7M | 1.41% | 30 |
|
|
2014
Q4 | $58M | Buy |
1,383,633
+40,248
| +3% | +$1.69M | 5.1% | 2 |
|
|
2014
Q3 | $54.5M | Buy |
+1,343,385
| New | +$54.5M | 4.38% | 3 |
|