ClearBridge Investments’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 | $2.77M | Sell |
41,757
-293
| -0.7% | -$19.5K | ﹤0.01% | 599 |
|
|
2025
Q1 | $2.41M | Sell |
42,050
-1,155
| -3% | -$66.1K | ﹤0.01% | 599 |
|
|
2024
Q4 | $2.56M | Buy |
43,205
+1,269
| +3% | +$75.3K | ﹤0.01% | 612 |
|
|
2024
Q3 | $2.43M | Sell |
41,936
-231,081
| -85% | -$13.4M | ﹤0.01% | 610 |
|
|
2024
Q2 | $13.4M | Sell |
273,017
-16,566
| -6% | -$812K | 0.01% | 504 |
|
|
2024
Q1 | $15.8M | Sell |
289,583
-3,365
| -1% | -$184K | 0.01% | 496 |
|
|
2023
Q4 | $15.2M | Buy |
+292,948
| New | +$15.2M | 0.01% | 503 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$4K | – | 960 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 927 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1041 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1047 |
|
|
2019
Q1 | $4K | Sell |
100
-800
| -89% | -$32K | ﹤0.01% | 1040 |
|
|
2018
Q4 | $30K | Hold |
900
| – | – | ﹤0.01% | 918 |
|
|
2018
Q3 | $36K | Hold |
900
| – | – | ﹤0.01% | 941 |
|
|
2018
Q2 | $361K | Hold |
900
| – | – | ﹤0.01% | 700 |
|
|
2018
Q1 | $37K | Hold |
900
| – | – | ﹤0.01% | 887 |
|
|
2017
Q4 | $37K | Hold |
900
| – | – | ﹤0.01% | 902 |
|
|
2017
Q3 | $36K | Hold |
900
| – | – | ﹤0.01% | 922 |
|
|
2017
Q2 | $32K | Sell |
900
-251
| -22% | -$8.92K | ﹤0.01% | 950 |
|
|
2017
Q1 | $42K | Sell |
1,151
-11
| -0.9% | -$401 | ﹤0.01% | 891 |
|
|
2016
Q4 | $45K | Hold |
1,162
| – | – | ﹤0.01% | 890 |
|
|
2016
Q3 | $38K | Buy |
1,162
+3
| +0.3% | +$98 | ﹤0.01% | 886 |
|
|
2016
Q2 | $38K | Sell |
1,159
-630
| -35% | -$20.7K | ﹤0.01% | 887 |
|
|
2016
Q1 | $58K | Hold |
1,789
| – | – | ﹤0.01% | 867 |
|
|
2015
Q4 | $56K | Buy |
1,789
+389
| +28% | +$12.2K | ﹤0.01% | 912 |
|
|
2015
Q3 | $45K | Hold |
1,400
| – | – | ﹤0.01% | 970 |
|
|
2015
Q2 | $47K | Sell |
1,400
-445
| -24% | -$14.9K | ﹤0.01% | 963 |
|
|
2015
Q1 | $57K | Hold |
1,845
| – | – | ﹤0.01% | 952 |
|
|
2014
Q4 | $67K | Hold |
1,845
| – | – | ﹤0.01% | 947 |
|
|
2014
Q3 | $67K | Hold |
1,845
| – | – | ﹤0.01% | 936 |
|
|
2014
Q2 | $68K | Hold |
1,845
| – | – | ﹤0.01% | 944 |
|
|
2014
Q1 | $64K | Hold |
1,845
| – | – | ﹤0.01% | 928 |
|
|
2013
Q4 | $65K | Hold |
1,845
| – | – | ﹤0.01% | 912 |
|
|
2013
Q3 | $59K | Hold |
1,845
| – | – | ﹤0.01% | 898 |
|
|
2013
Q2 | $55K | Buy |
+1,845
| New | +$55K | ﹤0.01% | 893 |
|