Bell Investment Advisors’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 | $14.6K | Hold |
220
| – | – | ﹤0.01% | 533 |
|
|
2025
Q1 | $12.6K | Sell |
220
-20
| -8% | -$1.15K | ﹤0.01% | 518 |
|
|
2024
Q4 | $14.2K | Sell |
240
-16
| -6% | -$949 | ﹤0.01% | 476 |
|
|
2024
Q3 | $14.9K | Hold |
256
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $12.5K | Buy |
256
+109
| +74% | +$5.34K | ﹤0.01% | 527 |
|
|
2024
Q1 | $8.02K | Sell |
147
-10
| -6% | -$546 | ﹤0.01% | 678 |
|
|
2023
Q4 | $8.14K | Buy |
157
+19
| +14% | +$985 | ﹤0.01% | 638 |
|
|
2023
Q3 | $6.74K | Buy |
138
+6
| +5% | +$293 | ﹤0.01% | 664 |
|
|
2023
Q2 | $6.88K | Buy |
132
+70
| +113% | +$3.65K | ﹤0.01% | 661 |
|
|
2023
Q1 | $2.9K | Sell |
62
-89
| -59% | -$4.16K | ﹤0.01% | 1061 |
|
|
2022
Q4 | $7.01K | Hold |
151
| – | – | ﹤0.01% | 644 |
|
|
2022
Q3 | $6K | Buy |
151
+62
| +70% | +$2.46K | ﹤0.01% | 614 |
|
|
2022
Q2 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 846 |
|