Clearstead Advisors’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 |
-2
| Closed | -$102 | – | 2065 |
|
|
2024
Q1 | $102 | Hold |
2
| – | – | ﹤0.01% | 1504 |
|
|
2023
Q4 | $104 | Sell |
2
-2
| -50% | -$104 | ﹤0.01% | 1494 |
|
|
2023
Q3 | $196 | Buy |
4
+2
| +100% | +$98 | ﹤0.01% | 1498 |
|
|
2023
Q2 | $105 | Sell |
2
-507
| -100% | -$26.6K | ﹤0.01% | 1350 |
|
|
2023
Q1 | $23.8K | Hold |
509
| – | – | ﹤0.01% | 815 |
|
|
2022
Q4 | $23.6K | Hold |
509
| – | – | ﹤0.01% | 768 |
|
|
2022
Q3 | $20K | Hold |
509
| – | – | ﹤0.01% | 771 |
|
|
2022
Q2 | $23K | Hold |
509
| – | – | ﹤0.01% | 770 |
|
|
2022
Q1 | $28K | Hold |
509
| – | – | ﹤0.01% | 788 |
|
|
2021
Q4 | $28K | Hold |
509
| – | – | ﹤0.01% | 746 |
|
|
2021
Q3 | $26K | Hold |
509
| – | – | ﹤0.01% | 732 |
|
|
2021
Q2 | $26K | Buy |
509
+2
| +0.4% | +$102 | ﹤0.01% | 664 |
|
|
2021
Q1 | $26K | Hold |
507
| – | – | ﹤0.01% | 630 |
|
|
2020
Q4 | $23K | Hold |
507
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $21K | Hold |
507
| – | – | ﹤0.01% | 581 |
|
|
2020
Q2 | $19K | Hold |
507
| – | – | ﹤0.01% | 532 |
|
|
2020
Q1 | $16K | Buy |
+507
| New | +$16K | ﹤0.01% | 527 |
|