Clarius Group LLC’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,062
| Closed | -$222K | – | 491 |
|
|
2024
Q1 | $222K | Sell |
4,062
-450
| -10% | -$24.6K | 0.02% | 424 |
|
|
2023
Q4 | $234K | Buy |
4,512
+32
| +0.7% | +$1.66K | 0.02% | 418 |
|
|
2023
Q3 | $219K | Sell |
4,480
-484
| -10% | -$23.6K | 0.02% | 420 |
|
|
2023
Q2 | $259K | Buy |
4,964
+203
| +4% | +$10.6K | 0.02% | 435 |
|
|
2023
Q1 | $222K | Sell |
4,761
-589
| -11% | -$27.5K | 0.02% | 460 |
|
|
2022
Q4 | $248K | Buy |
+5,350
| New | +$248K | 0.02% | 429 |
|
|
2022
Q3 | – | Sell |
-5,192
| Closed | -$238K | – | 513 |
|
|
2022
Q2 | $238K | Buy |
5,192
+618
| +14% | +$28.3K | 0.02% | 396 |
|
|
2022
Q1 | $255K | Hold |
4,574
| – | – | 0.02% | 411 |
|
|
2021
Q4 | $255K | Buy |
+4,574
| New | +$255K | 0.02% | 411 |
|