Concord Wealth Partners’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
Q4 | – | Sell |
-2,000
| Closed | -$116K | – | 976 |
|
|
2024
Q3 | $116K | Buy |
+2,000
| New | +$116K | 0.02% | 246 |
|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$109K | – | 905 |
|
|
2024
Q1 | $109K | Buy |
+2,000
| New | +$109K | 0.02% | 265 |
|
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$97.6K | – | 1003 |
|
|
2023
Q3 | $97.6K | Hold |
2,000
| – | – | 0.02% | 287 |
|
|
2023
Q2 | $104K | Hold |
2,000
| – | – | 0.02% | 272 |
|
|
2023
Q1 | $93.4K | Hold |
2,000
| – | – | 0.03% | 259 |
|
|
2022
Q4 | $92.8K | Buy |
+2,000
| New | +$92.8K | 0.03% | 269 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$92K | – | 976 |
|
|
2022
Q2 | $92K | Hold |
2,000
| – | – | 0.03% | 273 |
|
|
2022
Q1 | $112K | Hold |
2,000
| – | – | 0.03% | 283 |
|
|
2021
Q4 | $111K | Hold |
2,000
| – | – | 0.03% | 291 |
|
|
2021
Q3 | $103K | Hold |
2,000
| – | – | 0.04% | 133 |
|
|
2021
Q2 | $103K | Hold |
2,000
| – | – | 0.03% | 231 |
|
|
2021
Q1 | $101K | Hold |
2,000
| – | – | 0.03% | 220 |
|
|
2020
Q4 | $89K | Buy |
+2,000
| New | +$89K | 0.07% | 143 |
|