Boston Financial Management’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
Q4 | $445K | Hold |
7,491
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $435K | Hold |
7,491
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $367K | Hold |
7,491
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $409K | Hold |
7,491
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $388K | Hold |
7,491
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $366K | Hold |
7,491
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $390K | Hold |
7,491
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $350K | Buy |
+7,491
| New | +$350K | 0.01% | 254 |
|
|
2018
Q2 | – | Sell |
-110,480
| Closed | -$4.54M | – | 272 |
|
|
2018
Q1 | $4.54M | Sell |
110,480
-4,505
| -4% | -$185K | 0.31% | 95 |
|
|
2017
Q4 | $4.75M | Sell |
114,985
-318
| -0.3% | -$13.1K | 0.32% | 97 |
|
|
2017
Q3 | $4.59M | Buy |
115,303
+330
| +0.3% | +$13.1K | 0.33% | 101 |
|
|
2017
Q2 | $4.11M | Buy |
114,973
+6,490
| +6% | +$232K | 0.3% | 110 |
|
|
2017
Q1 | $3.97M | Buy |
108,483
+3,315
| +3% | +$121K | 0.3% | 111 |
|
|
2016
Q4 | $4.04M | Buy |
105,168
+18,720
| +22% | +$719K | 0.32% | 103 |
|
|
2016
Q3 | $2.81M | Sell |
86,448
-1,050
| -1% | -$34.2K | 0.23% | 135 |
|
|
2016
Q2 | $2.87M | Buy |
+87,498
| New | +$2.87M | 0.23% | 135 |
|