CIBC Private Wealth Group’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $132K | Sell |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $691K | Sell |
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|
2024
Q4 | $759K | Buy |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $176K | Sell |
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|
2024
Q1 | $193K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $704K | Sell |
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|
2021
Q2 | $747K | Sell |
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|
2021
Q1 | $739K | Buy |
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|
2020
Q4 | $644K | Hold |
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|
2020
Q3 | $590K | Hold |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $861K | Buy |
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|
2019
Q3 | $649K | Sell |
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|
2019
Q2 | $965K | Hold |
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|
2019
Q1 | $896K | Sell |
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|
2018
Q4 | $1.01M | Sell |
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|
2018
Q3 | $1.29M | Sell |
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|
2018
Q2 | $1.34M | Sell |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.58M | Buy |
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|
2017
Q3 | $1.48M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $716K | Hold |
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|
2016
Q4 | $753K | Hold |
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|
2016
Q3 | $638K | Hold |
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|
2016
Q2 | $643K | Sell |
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|
2016
Q1 | $805K | Hold |
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|
2015
Q4 | $778K | Hold |
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|
2015
Q3 | $804K | Hold |
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|
2015
Q2 | $833K | Hold |
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|
2015
Q1 | $768K | Hold |
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|
2014
Q4 | $899K | Hold |
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|
2014
Q3 | $904K | Buy |
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|
2014
Q2 | $891K | Buy |
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|
2014
Q1 | $792K | Buy |
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