CAPTRUST Financial Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
20,493
-7,313
| -26% | -$486K | ﹤0.01% | 1178 |
|
|
2025
Q1 | $1.59M | Buy |
27,806
+7,513
| +37% | +$430K | ﹤0.01% | 1016 |
|
|
2024
Q4 | $1.2M | Buy |
20,293
+9
| +0% | +$534 | ﹤0.01% | 1143 |
|
|
2024
Q3 | $1.18M | Sell |
20,284
-516
| -2% | -$29.9K | ﹤0.01% | 1091 |
|
|
2024
Q2 | $1.02M | Buy |
20,800
+10,445
| +101% | +$512K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $565K | Sell |
10,355
-7,031
| -40% | -$384K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $902K | Buy |
17,386
+5,265
| +43% | +$273K | ﹤0.01% | 1333 |
|
|
2023
Q3 | $592K | Buy |
12,121
+1,054
| +10% | +$51.4K | ﹤0.01% | 1539 |
|
|
2023
Q2 | $577K | Sell |
11,067
-1,144
| -9% | -$59.6K | ﹤0.01% | 1547 |
|
|
2023
Q1 | $570K | Buy |
12,211
+1,146
| +10% | +$53.5K | ﹤0.01% | 1332 |
|
|
2022
Q4 | $514K | Buy |
11,065
+230
| +2% | +$10.7K | ﹤0.01% | 1315 |
|
|
2022
Q3 | $431K | Sell |
10,835
-540
| -5% | -$21.5K | ﹤0.01% | 1316 |
|
|
2022
Q2 | $521K | Buy |
11,375
+1,926
| +20% | +$88.2K | ﹤0.01% | 1126 |
|
|
2022
Q1 | $528K | Buy |
9,449
+912
| +11% | +$51K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $475K | Buy |
8,537
+1,227
| +17% | +$68.3K | ﹤0.01% | 1153 |
|
|
2021
Q3 | $376K | Buy |
7,310
+2,157
| +42% | +$111K | ﹤0.01% | 1167 |
|
|
2021
Q2 | $266K | Sell |
5,153
-7
| -0.1% | -$361 | ﹤0.01% | 1341 |
|
|
2021
Q1 | $261K | Sell |
5,160
-24
| -0.5% | -$1.21K | ﹤0.01% | 1304 |
|
|
2020
Q4 | $230K | Sell |
5,184
-311
| -6% | -$13.8K | ﹤0.01% | 1134 |
|
|
2020
Q3 | $225K | Sell |
5,495
-68
| -1% | -$2.78K | ﹤0.01% | 986 |
|
|
2020
Q2 | $200K | Buy |
5,563
+1,038
| +23% | +$37.3K | ﹤0.01% | 1039 |
|
|
2020
Q1 | $138K | Sell |
4,525
-498
| -10% | -$15.2K | ﹤0.01% | 994 |
|
|
2019
Q4 | $230K | Buy |
5,023
+2,801
| +126% | +$128K | ﹤0.01% | 938 |
|
|
2019
Q3 | $100K | Hold |
2,222
| – | – | ﹤0.01% | 777 |
|
|
2019
Q2 | $92K | Buy |
2,222
+113
| +5% | +$4.68K | ﹤0.01% | 786 |
|
|
2019
Q1 | $81K | Buy |
2,109
+153
| +8% | +$5.88K | ﹤0.01% | 763 |
|
|
2018
Q4 | $65K | Hold |
1,956
| – | – | ﹤0.01% | 702 |
|
|
2018
Q3 | $78K | Sell |
1,956
-35
| -2% | -$1.4K | ﹤0.01% | 667 |
|
|
2018
Q2 | $80K | Buy |
+1,991
| New | +$80K | ﹤0.01% | 565 |
|