Carson Wealth (CWM LLC)’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
6,420
+1,396
| +28% | +$92.8K | ﹤0.01% | 1662 |
|
|
2025
Q1 | $288K | Buy |
5,024
+8
| +0.2% | +$459 | ﹤0.01% | 1691 |
|
|
2024
Q4 | $298K | Buy |
5,016
+15
| +0.3% | +$891 | ﹤0.01% | 1593 |
|
|
2024
Q3 | $290K | Sell |
5,001
-1,312
| -21% | -$76.1K | ﹤0.01% | 1555 |
|
|
2024
Q2 | $309K | Buy |
6,313
+1,681
| +36% | +$82.3K | ﹤0.01% | 1376 |
|
|
2024
Q1 | $253K | Buy |
4,632
+77
| +2% | +$4.21K | ﹤0.01% | 1404 |
|
|
2023
Q4 | $236K | Sell |
4,555
-1,329
| -23% | -$68.9K | ﹤0.01% | 1345 |
|
|
2023
Q3 | $287K | Buy |
5,884
+643
| +12% | +$31.4K | ﹤0.01% | 1170 |
|
|
2023
Q2 | $273K | Sell |
5,241
-848
| -14% | -$44.2K | ﹤0.01% | 1142 |
|
|
2023
Q1 | $284K | Sell |
6,089
-18
| -0.3% | -$840 | ﹤0.01% | 1074 |
|
|
2022
Q4 | $283K | Sell |
6,107
-117
| -2% | -$5.42K | ﹤0.01% | 974 |
|
|
2022
Q3 | $247K | Buy |
6,224
+1,112
| +22% | +$44.1K | ﹤0.01% | 971 |
|
|
2022
Q2 | $234K | Sell |
5,112
-483
| -9% | -$22.1K | ﹤0.01% | 978 |
|
|
2022
Q1 | $312K | Buy |
5,595
+299
| +6% | +$16.7K | ﹤0.01% | 868 |
|
|
2021
Q4 | $295K | Buy |
+5,296
| New | +$295K | ﹤0.01% | 877 |
|
|
2021
Q2 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2020
Q4 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2020
Q3 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2020
Q2 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2020
Q1 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2019
Q4 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2019
Q3 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2019
Q2 | $186K | Hold |
3,608
| – | – | ﹤0.01% | 926 |
|
|
2019
Q1 | $186K | Buy |
3,608
+2,909
| +416% | +$150K | ﹤0.01% | 926 |
|
|
2018
Q4 | $23K | Buy |
699
+199
| +40% | +$6.55K | ﹤0.01% | 1094 |
|
|
2018
Q3 | $20K | Sell |
500
-48
| -9% | -$1.92K | ﹤0.01% | 955 |
|
|
2018
Q2 | $22K | Buy |
548
+48
| +10% | +$1.93K | ﹤0.01% | 818 |
|
|
2018
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 703 |
|
|
2017
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 689 |
|
|
2017
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 707 |
|
|
2017
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 652 |
|
|
2017
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 619 |
|
|
2016
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 594 |
|
|
2016
Q3 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 587 |
|