CIBC Private Wealth Group’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
6,313
-6,594
| -51% | -$438K | ﹤0.01% | 880 |
|
|
2025
Q1 | $691K | Sell |
12,907
-72
| -0.6% | -$3.86K | ﹤0.01% | 732 |
|
|
2024
Q4 | $759K | Buy |
12,979
+8,380
| +182% | +$490K | ﹤0.01% | 762 |
|
|
2024
Q3 | $267K | Buy |
4,599
+1,025
| +29% | +$59.5K | ﹤0.01% | 1067 |
|
|
2024
Q2 | $176K | Sell |
3,574
-10
| -0.3% | -$492 | ﹤0.01% | 1155 |
|
|
2024
Q1 | $193K | Buy |
+3,584
| New | +$193K | ﹤0.01% | 1135 |
|
|
2022
Q3 | – | Sell |
-367
| Closed | -$17K | – | 1154 |
|
|
2022
Q2 | $17K | Buy |
367
+163
| +80% | +$7.55K | ﹤0.01% | 1038 |
|
|
2022
Q1 | $11K | Buy |
+204
| New | +$11K | ﹤0.01% | 1136 |
|
|
2021
Q4 | – | Sell |
-13,684
| Closed | -$704K | – | 1044 |
|
|
2021
Q3 | $704K | Sell |
13,684
-797
| -6% | -$41K | ﹤0.01% | 675 |
|
|
2021
Q2 | $747K | Sell |
14,481
-136
| -0.9% | -$7.02K | ﹤0.01% | 723 |
|
|
2021
Q1 | $739K | Buy |
14,617
+136
| +0.9% | +$6.88K | ﹤0.01% | 731 |
|
|
2020
Q4 | $644K | Hold |
14,481
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $590K | Hold |
14,481
| – | – | ﹤0.01% | 659 |
|
|
2020
Q2 | $532K | Sell |
14,481
-5
| -0% | -$184 | ﹤0.01% | 523 |
|
|
2020
Q1 | $465K | Sell |
14,486
-4,395
| -23% | -$141K | ﹤0.01% | 644 |
|
|
2019
Q4 | $861K | Buy |
18,881
+4,400
| +30% | +$201K | ﹤0.01% | 609 |
|
|
2019
Q3 | $649K | Sell |
14,481
-8,858
| -38% | -$397K | ﹤0.01% | 648 |
|
|
2019
Q2 | $965K | Hold |
23,339
| – | – | ﹤0.01% | 588 |
|
|
2019
Q1 | $896K | Sell |
23,339
-7,073
| -23% | -$272K | ﹤0.01% | 613 |
|
|
2018
Q4 | $1.01M | Sell |
30,412
-2,159
| -7% | -$71.6K | ﹤0.01% | 563 |
|
|
2018
Q3 | $1.3M | Sell |
32,571
-706
| -2% | -$28.1K | ﹤0.01% | 621 |
|
|
2018
Q2 | $1.34M | Sell |
33,277
-2,571
| -7% | -$103K | 0.01% | 596 |
|
|
2018
Q1 | $1.47M | Sell |
35,848
-2,450
| -6% | -$101K | 0.01% | 572 |
|
|
2017
Q4 | $1.58M | Buy |
38,298
+1,171
| +3% | +$48.3K | 0.01% | 575 |
|
|
2017
Q3 | $1.48M | Buy |
37,127
+3,634
| +11% | +$145K | 0.01% | 550 |
|
|
2017
Q2 | $1.2M | Buy |
33,493
+13,902
| +71% | +$497K | 0.01% | 441 |
|
|
2017
Q1 | $716K | Hold |
19,591
| – | – | ﹤0.01% | 486 |
|
|
2016
Q4 | $753K | Hold |
19,591
| – | – | 0.01% | 473 |
|
|
2016
Q3 | $638K | Hold |
19,591
| – | – | ﹤0.01% | 503 |
|
|
2016
Q2 | $643K | Sell |
19,591
-5,346
| -21% | -$175K | ﹤0.01% | 509 |
|
|
2016
Q1 | $805K | Hold |
24,937
| – | – | 0.01% | 469 |
|
|
2015
Q4 | $778K | Hold |
24,937
| – | – | 0.01% | 466 |
|
|
2015
Q3 | $804K | Hold |
24,937
| – | – | 0.01% | 469 |
|
|
2015
Q2 | $833K | Hold |
24,937
| – | – | 0.01% | 494 |
|
|
2015
Q1 | $768K | Hold |
24,937
| – | – | 0.01% | 495 |
|
|
2014
Q4 | $899K | Hold |
24,937
| – | – | 0.01% | 478 |
|
|
2014
Q3 | $904K | Buy |
24,937
+656
| +3% | +$23.8K | 0.01% | 462 |
|
|
2014
Q2 | $891K | Buy |
24,281
+1,400
| +6% | +$51.4K | 0.01% | 461 |
|
|
2014
Q1 | $792K | Buy |
+22,881
| New | +$792K | 0.01% | 465 |
|