Compagnie Lombard Odier SCmA’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
Q3 | – | Hold |
0
| – | – | – | 504 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 511 |
|
|
2023
Q1 | – | Sell |
-968
| Closed | -$45K | – | 692 |
|
|
2022
Q4 | $45K | Buy |
+968
| New | +$45K | ﹤0.01% | 485 |
|
|
2017
Q1 | – | Sell |
-4,210
| Closed | -$162K | – | 815 |
|
|
2016
Q4 | $162K | Sell |
4,210
-480
| -10% | -$18.5K | ﹤0.01% | 466 |
|
|
2016
Q3 | $152K | Hold |
4,690
| – | – | ﹤0.01% | 505 |
|
|
2016
Q2 | $153K | Hold |
4,690
| – | – | ﹤0.01% | 510 |
|
|
2016
Q1 | $152K | Buy |
4,690
+840
| +22% | +$27.2K | ﹤0.01% | 541 |
|
|
2015
Q4 | $120K | Hold |
3,850
| – | – | ﹤0.01% | 563 |
|
|
2015
Q3 | $124K | Hold |
3,850
| – | – | 0.01% | 486 |
|
|
2015
Q2 | $129K | Buy |
3,850
+700
| +22% | +$23.5K | ﹤0.01% | 518 |
|
|
2015
Q1 | $97K | Buy |
+3,150
| New | +$97K | ﹤0.01% | 665 |
|
|
2014
Q4 | – | Sell |
-12,948
| Closed | -$471K | – | 848 |
|
|
2014
Q3 | $471K | Sell |
12,948
-419
| -3% | -$15.2K | 0.02% | 340 |
|
|
2014
Q2 | $493K | Buy |
13,367
+887
| +7% | +$32.7K | 0.02% | 326 |
|
|
2014
Q1 | $433K | Buy |
12,480
+678
| +6% | +$23.5K | 0.02% | 351 |
|
|
2013
Q4 | $417K | Buy |
+11,802
| New | +$417K | 0.02% | 356 |
|