Charles Schwab’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 | $110M | Buy |
1,658,168
+50,466
| +3% | +$3.35M | 0.02% | 637 |
|
|
2025
Q1 | $92M | Buy |
1,607,702
+11,263
| +0.7% | +$645K | 0.02% | 685 |
|
|
2024
Q4 | $94.7M | Buy |
1,596,439
+15,908
| +1% | +$944K | 0.02% | 695 |
|
|
2024
Q3 | $91.8M | Buy |
1,580,531
+79,155
| +5% | +$4.6M | 0.02% | 702 |
|
|
2024
Q2 | $73.6M | Buy |
+1,501,376
| New | +$73.6M | 0.01% | 792 |
|