Burney 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Sell |
87,044
-10
| -0% | -$664 | 0.2% | 113 |
|
|
2025
Q1 | $4.98M | Sell |
87,054
-96
| -0.1% | -$5.5K | 0.18% | 122 |
|
|
2024
Q4 | $5.17M | Buy |
87,150
+508
| +0.6% | +$30.1K | 0.18% | 120 |
|
|
2024
Q3 | $5.03M | Sell |
86,642
-1,219
| -1% | -$70.7K | 0.18% | 127 |
|
|
2024
Q2 | $4.3M | Sell |
87,861
-1,391
| -2% | -$68.1K | 0.16% | 147 |
|
|
2024
Q1 | $4.87M | Buy |
89,252
+238
| +0.3% | +$13K | 0.19% | 136 |
|
|
2023
Q4 | $4.62M | Sell |
89,014
-484
| -0.5% | -$25.1K | 0.19% | 136 |
|
|
2023
Q3 | $4.37M | Sell |
89,498
-3,304
| -4% | -$161K | 0.2% | 130 |
|
|
2023
Q2 | $4.84M | Sell |
92,802
-47,679
| -34% | -$2.49M | 0.22% | 117 |
|
|
2023
Q1 | $6.56M | Buy |
140,481
+5,788
| +4% | +$270K | 0.32% | 85 |
|
|
2022
Q4 | $6.25M | Buy |
134,693
+61,396
| +84% | +$2.85M | 0.32% | 92 |
|
|
2022
Q3 | $2.91M | Buy |
73,297
+52,732
| +256% | +$2.1M | 0.16% | 162 |
|
|
2022
Q2 | $942K | Sell |
20,565
-970
| -5% | -$44.4K | 0.05% | 311 |
|
|
2022
Q1 | $1.2M | Buy |
21,535
+202
| +0.9% | +$11.3K | 0.06% | 304 |
|
|
2021
Q4 | $1.19M | Buy |
21,333
+99
| +0.5% | +$5.51K | 0.05% | 305 |
|
|
2021
Q3 | $1.09M | Sell |
21,234
-577
| -3% | -$29.7K | 0.05% | 293 |
|
|
2021
Q2 | $1.12M | Sell |
21,811
-380
| -2% | -$19.6K | 0.05% | 300 |
|
|
2021
Q1 | $1.12M | Buy |
22,191
+910
| +4% | +$46K | 0.06% | 298 |
|
|
2020
Q4 | $946K | Sell |
21,281
-1,403
| -6% | -$62.4K | 0.05% | 294 |
|
|
2020
Q3 | $924K | Sell |
22,684
-4,754
| -17% | -$194K | 0.06% | 285 |
|
|
2020
Q2 | $1.01M | Sell |
27,438
-1,625
| -6% | -$59.7K | 0.07% | 274 |
|
|
2020
Q1 | $933K | Buy |
29,063
+8,540
| +42% | +$274K | 0.07% | 237 |
|
|
2019
Q4 | $935K | Buy |
20,523
+1,496
| +8% | +$68.2K | 0.05% | 279 |
|
|
2019
Q3 | $853K | Buy |
19,027
+9,591
| +102% | +$430K | 0.05% | 278 |
|
|
2019
Q2 | $390K | Buy |
9,436
+3,070
| +48% | +$127K | 0.02% | 355 |
|
|
2019
Q1 | $245K | Buy |
+6,366
| New | +$245K | 0.02% | 408 |
|