CCIA
Campbell & Co Investment Adviser’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,813
| Closed | -$582K | – | 1316 |
|
|
2024
Q4 | $582K | Buy |
9,813
+5,874
| +149% | +$349K | 0.04% | 605 |
|
|
2024
Q3 | $229K | Buy |
+3,939
| New | +$229K | 0.02% | 989 |
|
|
2024
Q2 | – | Sell |
-54,418
| Closed | -$2.97M | – | 1325 |
|
|
2024
Q1 | $2.97M | Sell |
54,418
-51,707
| -49% | -$2.82M | 0.26% | 64 |
|
|
2023
Q4 | $5.5M | Buy |
+106,125
| New | +$5.5M | 0.5% | 5 |
|
|
2022
Q4 | – | Sell |
-42,913
| Closed | -$1.71M | – | 975 |
|
|
2022
Q3 | $1.71M | Buy |
+42,913
| New | +$1.71M | 0.39% | 38 |
|
|
2021
Q2 | – | Sell |
-15,449
| Closed | -$781K | – | 701 |
|
|
2021
Q1 | $781K | Buy |
15,449
+5,100
| +49% | +$258K | 0.48% | 39 |
|
|
2020
Q4 | $460K | Buy |
+10,349
| New | +$460K | 0.28% | 110 |
|
|
2020
Q1 | – | Sell |
-5,181
| Closed | -$236K | – | 448 |
|
|
2019
Q4 | $236K | Buy |
+5,181
| New | +$236K | 0.07% | 516 |
|