Cetera Investment Advisers’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 | $4.28M | Buy |
64,370
+1,514
| +2% | +$101K | 0.01% | 1292 |
|
2025
Q1 | $3.6M | Buy |
62,856
+11,161
| +22% | +$639K | 0.01% | 1327 |
|
2024
Q4 | $3.07M | Sell |
51,695
-4,227
| -8% | -$251K | 0.01% | 1345 |
|
2024
Q3 | $3.24M | Buy |
55,922
+1,255
| +2% | +$72.8K | 0.01% | 1272 |
|
2024
Q2 | $2.68M | Sell |
54,667
-9,573
| -15% | -$469K | 0.01% | 1364 |
|
2024
Q1 | $3.51M | Buy |
64,240
+33,401
| +108% | +$1.82M | 0.01% | 1185 |
|
2023
Q4 | $1.6M | Buy |
30,839
+1,013
| +3% | +$52.5K | 0.01% | 881 |
|
2023
Q3 | $1.46M | Sell |
29,826
-2,139
| -7% | -$104K | 0.01% | 884 |
|
2023
Q2 | $1.67M | Buy |
31,965
+1,532
| +5% | +$79.8K | 0.01% | 851 |
|
2023
Q1 | $1.42M | Buy |
30,433
+4,457
| +17% | +$208K | 0.01% | 880 |
|
2022
Q4 | $1.21M | Buy |
25,976
+2,906
| +13% | +$135K | 0.01% | 918 |
|
2022
Q3 | $917K | Buy |
23,070
+434
| +2% | +$17.3K | 0.02% | 756 |
|
2022
Q2 | $1.04M | Buy |
22,636
+534
| +2% | +$24.5K | 0.02% | 781 |
|
2022
Q1 | $1.23M | Sell |
22,102
-345
| -2% | -$19.3K | 0.02% | 745 |
|
2021
Q4 | $1.25M | Buy |
22,447
+269
| +1% | +$15K | 0.02% | 723 |
|
2021
Q3 | $1.14M | Buy |
22,178
+773
| +4% | +$39.8K | 0.02% | 729 |
|
2021
Q2 | $1.1M | Buy |
21,405
+1,689
| +9% | +$87K | 0.02% | 738 |
|
2021
Q1 | $997K | Buy |
19,716
+1,799
| +10% | +$91K | 0.02% | 674 |
|
2020
Q4 | $797K | Buy |
17,917
+508
| +3% | +$22.6K | 0.02% | 757 |
|
2020
Q3 | $709K | Buy |
17,409
+399
| +2% | +$16.3K | 0.06% | 314 |
|
2020
Q2 | $625K | Buy |
17,010
+320
| +2% | +$11.8K | 0.06% | 318 |
|
2020
Q1 | $536K | Buy |
16,690
+670
| +4% | +$21.5K | 0.07% | 288 |
|
2019
Q4 | $730K | Buy |
16,020
+631
| +4% | +$28.8K | 0.07% | 263 |
|
2019
Q3 | $691K | Buy |
15,389
+2,873
| +23% | +$129K | 0.08% | 248 |
|
2019
Q2 | $521K | Sell |
12,516
-659
| -5% | -$27.4K | 0.07% | 281 |
|
2019
Q1 | $507K | Buy |
13,175
+2,086
| +19% | +$80.3K | 0.07% | 274 |
|
2018
Q4 | $366K | Buy |
11,089
+1,914
| +21% | +$63.2K | 0.06% | 307 |
|
2018
Q3 | $367K | Buy |
+9,175
| New | +$367K | 0.05% | 334 |
|