CAPTRUST Financial Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Buy |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $565K | Sell |
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|
2023
Q4 | $902K | Buy |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $514K | Buy |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $261K | Sell |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | $138K | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $100K | Hold |
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|
2019
Q2 | $92K | Buy |
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|
2019
Q1 | $81K | Buy |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $78K | Sell |
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|
2018
Q2 | $80K | Buy |
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