Carson Wealth (CWM LLC)’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 | $515K | Buy |
|
|||||
|
2025
Q2 | $427K | Buy |
|
|||||
|
2025
Q1 | $288K | Buy |
|
|||||
|
2024
Q4 | $298K | Buy |
|
|||||
|
2024
Q3 | $290K | Sell |
|
|||||
|
2024
Q2 | $309K | Buy |
|
|||||
|
2024
Q1 | $253K | Buy |
|
|||||
|
2023
Q4 | $236K | Sell |
|
|||||
|
2023
Q3 | $287K | Buy |
|
|||||
|
2023
Q2 | $273K | Sell |
|
|||||
|
2023
Q1 | $284K | Sell |
|
|||||
|
2022
Q4 | $283K | Sell |
|
|||||
|
2022
Q3 | $247K | Buy |
|
|||||
|
2022
Q2 | $234K | Sell |
|
|||||
|
2022
Q1 | $312K | Buy |
|
|||||
|
2021
Q4 | $295K | Buy |
|
|||||
|
2021
Q2 | $186K | Hold |
|
|||||
|
2021
Q1 | $186K | Hold |
|
|||||
|
2020
Q4 | $186K | Hold |
|
|||||
|
2020
Q3 | $186K | Hold |
|
|||||
|
2020
Q2 | $186K | Hold |
|
|||||
|
2020
Q1 | $186K | Hold |
|
|||||
|
2019
Q4 | $186K | Hold |
|
|||||
|
2019
Q3 | $186K | Hold |
|
|||||
|
2019
Q2 | $186K | Hold |
|
|||||
|
2019
Q1 | $186K | Buy |
|
|||||
|
2018
Q4 | $23K | Buy |
|
|||||
|
2018
Q3 | $20K | Sell |
|
|||||
|
2018
Q2 | $22K | Buy |
|
|||||
|
2018
Q1 | $21K | Hold |
|
|||||
|
2017
Q4 | $21K | Hold |
|
|||||
|
2017
Q3 | $20K | Hold |
|
|||||
|
2017
Q2 | $18K | Hold |
|
|||||
|
2017
Q1 | $18K | Hold |
|
|||||
|
2016
Q4 | $19K | Hold |
|
|||||
|
2016
Q3 | $16K | Buy |
|