Capital Advisory Group Advisory Services’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-600
| Closed | -$33K | – | 434 |
|
|
2022
Q1 | $33K | Buy |
+600
| New | +$33K | 0.02% | 269 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$31K | – | 442 |
|
|
2021
Q3 | $31K | Hold |
600
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $31K | Hold |
600
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $30K | Hold |
600
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $27K | Hold |
600
| – | – | 0.01% | 286 |
|
|
2020
Q3 | $24K | Hold |
600
| – | – | 0.01% | 246 |
|
|
2020
Q2 | $22K | Hold |
600
| – | – | 0.01% | 251 |
|
|
2020
Q1 | $19K | Buy |
+600
| New | +$19K | 0.02% | 168 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$27K | – | 380 |
|
|
2019
Q3 | $27K | Hold |
600
| – | – | 0.02% | 185 |
|
|
2019
Q2 | $25K | Hold |
600
| – | – | 0.02% | 199 |
|
|
2019
Q1 | $23K | Hold |
600
| – | – | 0.02% | 198 |
|
|
2018
Q4 | $20K | Hold |
600
| – | – | 0.02% | 192 |
|
|
2018
Q3 | $24K | Hold |
600
| – | – | 0.02% | 184 |
|
|
2018
Q2 | $24K | Hold |
600
| – | – | 0.02% | 169 |
|
|
2018
Q1 | $25K | Buy |
+600
| New | +$25K | 0.02% | 173 |
|