Cerity Partners’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
25,231
+342
| +1% | +$22.7K | ﹤0.01% | 1289 |
|
|
2025
Q1 | $1.43M | Buy |
24,889
+1,022
| +4% | +$58.5K | ﹤0.01% | 1269 |
|
|
2024
Q4 | $1.4M | Sell |
23,867
-5,948
| -20% | -$350K | ﹤0.01% | 1260 |
|
|
2024
Q3 | $1.73M | Buy |
29,815
+14,034
| +89% | +$814K | ﹤0.01% | 1155 |
|
|
2024
Q2 | $773K | Sell |
15,781
-7,039
| -31% | -$345K | ﹤0.01% | 1339 |
|
|
2024
Q1 | $1.25M | Buy |
22,820
+9,650
| +73% | +$527K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $683K | Buy |
13,170
+5,844
| +80% | +$303K | ﹤0.01% | 1130 |
|
|
2023
Q3 | $358K | Sell |
7,326
-1,114
| -13% | -$54.4K | ﹤0.01% | 1088 |
|
|
2023
Q2 | $440K | Sell |
8,440
-45
| -0.5% | -$2.35K | ﹤0.01% | 1236 |
|
|
2023
Q1 | $396K | Buy |
8,485
+2,815
| +50% | +$131K | ﹤0.01% | 1403 |
|
|
2022
Q4 | $263K | Buy |
5,670
+6
| +0.1% | +$279 | ﹤0.01% | 1199 |
|
|
2022
Q3 | $226K | Buy |
+5,664
| New | +$226K | ﹤0.01% | 1011 |
|
|
2019
Q1 | – | Sell |
-8,008
| Closed | -$266K | – | 568 |
|
|
2018
Q4 | $266K | Buy |
+8,008
| New | +$266K | 0.02% | 427 |
|
|
2017
Q4 | – | Sell |
-5,414
| Closed | -$216K | – | 593 |
|
|
2017
Q3 | $216K | Buy |
+5,414
| New | +$216K | 0.02% | 522 |
|