Concourse Financial Group Securities’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
Q1 | – | Sell |
-787
| Closed | -$46K | – | 7047 |
|
|
2024
Q4 | $46K | Hold |
787
| – | – | ﹤0.01% | 1252 |
|
|
2024
Q3 | $45.7K | Hold |
787
| – | – | ﹤0.01% | 1215 |
|
|
2024
Q2 | $39.2K | Hold |
787
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q1 | $43.4K | Buy |
+787
| New | +$43.4K | ﹤0.01% | 1239 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7497 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7319 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7141 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6893 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6904 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6726 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6657 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6533 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6456 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6252 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6036 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5831 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5662 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5445 |
|
|
2020
Q2 | – | Sell |
-29
| Closed | -$1K | – | 5309 |
|
|
2020
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2077 |
|
|
2019
Q4 | – | Sell |
-22
| Closed | -$1K | – | 5183 |
|
|
2019
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1688 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5100 |
|
|
2019
Q1 | – | Sell |
-125
| Closed | -$4K | – | 5026 |
|
|
2018
Q4 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 1757 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4716 |
|