Brown Advisory’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 | $688K | Sell |
10,357
-147
| -1% | -$9.77K | ﹤0.01% | 904 |
|
|
2025
Q1 | $601K | Buy |
10,504
+136
| +1% | +$7.79K | ﹤0.01% | 941 |
|
|
2024
Q4 | $615K | Buy |
10,368
+11
| +0.1% | +$653 | ﹤0.01% | 949 |
|
|
2024
Q3 | $601K | Buy |
10,357
+1,472
| +17% | +$85.4K | ﹤0.01% | 931 |
|
|
2024
Q2 | $435K | Sell |
8,885
-60
| -0.7% | -$2.94K | ﹤0.01% | 985 |
|
|
2024
Q1 | $488K | Buy |
8,945
+1,640
| +22% | +$89.5K | ﹤0.01% | 950 |
|
|
2023
Q4 | $379K | Hold |
7,305
| – | – | ﹤0.01% | 994 |
|
|
2023
Q3 | $356K | Hold |
7,305
| – | – | ﹤0.01% | 989 |
|
|
2023
Q2 | $381K | Hold |
7,305
| – | – | ﹤0.01% | 969 |
|
|
2023
Q1 | $341K | Buy |
+7,305
| New | +$341K | ﹤0.01% | 997 |
|
|
2013
Q4 | – | Sell |
-7,894
| Closed | -$252K | – | 970 |
|
|
2013
Q3 | $252K | Hold |
7,894
| – | – | ﹤0.01% | 751 |
|
|
2013
Q2 | $234K | Buy |
+7,894
| New | +$234K | ﹤0.01% | 743 |
|