Cambridge Investment Research 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 | $789K | Sell |
11,876
-1,009
| -8% | -$67K | ﹤0.01% | 2141 |
|
|
2025
Q1 | $738K | Sell |
12,885
-297
| -2% | -$17K | ﹤0.01% | 2108 |
|
|
2024
Q4 | $782K | Sell |
13,182
-2,163
| -14% | -$128K | ﹤0.01% | 2063 |
|
|
2024
Q3 | $890K | Sell |
15,345
-2,013
| -12% | -$117K | ﹤0.01% | 1941 |
|
|
2024
Q2 | $850K | Sell |
17,358
-208
| -1% | -$10.2K | ﹤0.01% | 1886 |
|
|
2024
Q1 | $959K | Sell |
17,566
-115
| -0.7% | -$6.28K | ﹤0.01% | 1762 |
|
|
2023
Q4 | $917K | Buy |
17,681
+3,313
| +23% | +$172K | ﹤0.01% | 1703 |
|
|
2023
Q3 | $701K | Buy |
14,368
+1,713
| +14% | +$83.6K | ﹤0.01% | 1812 |
|
|
2023
Q2 | $660K | Sell |
12,655
-2,046
| -14% | -$107K | ﹤0.01% | 1923 |
|
|
2023
Q1 | $687K | Sell |
14,701
-466
| -3% | -$21.8K | ﹤0.01% | 1853 |
|
|
2022
Q4 | $704K | Sell |
15,167
-934
| -6% | -$43.4K | ﹤0.01% | 1755 |
|
|
2022
Q3 | $640K | Buy |
16,101
+1,784
| +12% | +$70.9K | ﹤0.01% | 1772 |
|
|
2022
Q2 | $656K | Sell |
14,317
-109
| -0.8% | -$4.99K | ﹤0.01% | 1757 |
|
|
2022
Q1 | $805K | Sell |
14,426
-1,198
| -8% | -$66.9K | ﹤0.01% | 1728 |
|
|
2021
Q4 | $870K | Buy |
15,624
+1,884
| +14% | +$105K | ﹤0.01% | 1675 |
|
|
2021
Q3 | $707K | Buy |
13,740
+202
| +1% | +$10.4K | ﹤0.01% | 1788 |
|
|
2021
Q2 | $698K | Buy |
13,538
+1,249
| +10% | +$64.4K | ﹤0.01% | 1796 |
|
|
2021
Q1 | $621K | Buy |
12,289
+651
| +6% | +$32.9K | ﹤0.01% | 1733 |
|
|
2020
Q4 | $517K | Sell |
11,638
-276
| -2% | -$12.3K | ﹤0.01% | 1750 |
|
|
2020
Q3 | $485K | Buy |
11,914
+3,478
| +41% | +$142K | ﹤0.01% | 1619 |
|
|
2020
Q2 | $310K | Buy |
8,436
+61
| +0.7% | +$2.24K | ﹤0.01% | 1862 |
|
|
2020
Q1 | $269K | Sell |
8,375
-384
| -4% | -$12.3K | ﹤0.01% | 1738 |
|
|
2019
Q4 | $399K | Buy |
8,759
+110
| +1% | +$5.01K | ﹤0.01% | 1728 |
|
|
2019
Q3 | $388K | Buy |
8,649
+31
| +0.4% | +$1.39K | ﹤0.01% | 1666 |
|
|
2019
Q2 | $356K | Sell |
8,618
-80,016
| -90% | -$3.31M | ﹤0.01% | 1642 |
|
|
2019
Q1 | $3.4M | Buy |
88,634
+1,141
| +1% | +$43.8K | 0.03% | 508 |
|
|
2018
Q4 | $2.9M | Sell |
87,493
-3,014
| -3% | -$100K | 0.03% | 504 |
|
|
2018
Q3 | $3.6M | Buy |
90,507
+3,526
| +4% | +$140K | 0.03% | 472 |
|
|
2018
Q2 | $3.49M | Buy |
86,981
+1,883
| +2% | +$75.6K | 0.04% | 448 |
|
|
2018
Q1 | $3.5M | Buy |
85,098
+3,831
| +5% | +$158K | 0.04% | 420 |
|
|
2017
Q4 | $3.35M | Buy |
81,267
+10,496
| +15% | +$433K | 0.04% | 418 |
|
|
2017
Q3 | $2.82M | Buy |
70,771
+12,096
| +21% | +$482K | 0.04% | 428 |
|
|
2017
Q2 | $2.1M | Buy |
58,675
+14,696
| +33% | +$525K | 0.03% | 504 |
|
|
2017
Q1 | $1.61M | Buy |
43,979
+10,292
| +31% | +$376K | 0.03% | 524 |
|
|
2016
Q4 | $1.29M | Buy |
33,687
+16,057
| +91% | +$617K | 0.02% | 569 |
|
|
2016
Q3 | $574K | Buy |
17,630
+8,308
| +89% | +$270K | 0.01% | 962 |
|
|
2016
Q2 | $306K | Buy |
+9,322
| New | +$306K | 0.01% | 1164 |
|