Benjamin F. Edwards & Company’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $153K | Buy |
3,131
+512
| +20% | +$25K | ﹤0.01% | 984 |
|
|
2024
Q1 | $143K | Buy |
2,619
+709
| +37% | +$38.7K | ﹤0.01% | 1003 |
|
|
2023
Q4 | $99K | Buy |
1,910
+100
| +6% | +$5.18K | ﹤0.01% | 1068 |
|
|
2023
Q3 | $88K | Buy |
1,810
+160
| +10% | +$7.78K | ﹤0.01% | 922 |
|
|
2023
Q2 | $86K | Sell |
1,650
-326
| -16% | -$17K | ﹤0.01% | 943 |
|
|
2023
Q1 | $92K | Buy |
+1,976
| New | +$92K | ﹤0.01% | 941 |
|
|
2020
Q2 | – | Sell |
-186
| Closed | -$6K | – | 1779 |
|
|
2020
Q1 | $6K | Hold |
186
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q4 | $8K | Hold |
186
| – | – | ﹤0.01% | 1491 |
|
|
2019
Q3 | $8K | Hold |
186
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q2 | $8K | Hold |
186
| – | – | ﹤0.01% | 1498 |
|
|
2019
Q1 | $7K | Hold |
186
| – | – | ﹤0.01% | 1416 |
|
|
2018
Q4 | $6K | Hold |
186
| – | – | ﹤0.01% | 1406 |
|
|
2018
Q3 | $7K | Hold |
186
| – | – | ﹤0.01% | 1351 |
|
|
2018
Q2 | $7K | Hold |
186
| – | – | ﹤0.01% | 1352 |
|
|
2018
Q1 | $8K | Hold |
186
| – | – | ﹤0.01% | 1319 |
|
|
2017
Q4 | $8K | Hold |
186
| – | – | ﹤0.01% | 1245 |
|
|
2017
Q3 | $7K | Hold |
186
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q2 | $7K | Hold |
186
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q1 | $7K | Sell |
186
-100
| -35% | -$3.76K | ﹤0.01% | 1095 |
|
|
2016
Q4 | $11K | Hold |
286
| – | – | ﹤0.01% | 917 |
|
|
2016
Q3 | $9K | Hold |
286
| – | – | ﹤0.01% | 871 |
|
|
2016
Q2 | $9K | Hold |
286
| – | – | ﹤0.01% | 825 |
|
|
2016
Q1 | $9K | Buy |
286
+100
| +54% | +$3.15K | ﹤0.01% | 829 |
|
|
2015
Q4 | $6K | Sell |
186
-265
| -59% | -$8.55K | ﹤0.01% | 947 |
|
|
2015
Q3 | $15K | Buy |
451
+3
| +0.7% | +$100 | ﹤0.01% | 786 |
|
|
2015
Q2 | $15K | Buy |
448
+4
| +0.9% | +$134 | ﹤0.01% | 840 |
|
|
2015
Q1 | $14K | Buy |
+444
| New | +$14K | ﹤0.01% | 839 |
|