Corient Private Wealth’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 | $1.83M | Buy |
27,549
+12,142
| +79% | +$807K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $882K | Sell |
15,407
-4,736
| -24% | -$271K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $1.2M | Buy |
20,143
+9,800
| +95% | +$582K | ﹤0.01% | 1239 |
|
|
2024
Q3 | $600K | Sell |
10,343
-21
| -0.2% | -$1.22K | ﹤0.01% | 1611 |
|
|
2024
Q2 | $508K | Buy |
10,364
+713
| +7% | +$34.9K | ﹤0.01% | 1629 |
|
|
2024
Q1 | $527K | Buy |
9,651
+137
| +1% | +$7.48K | ﹤0.01% | 1597 |
|
|
2023
Q4 | $493K | Sell |
9,514
-1,329
| -12% | -$68.9K | ﹤0.01% | 1611 |
|
|
2023
Q3 | $529K | Buy |
10,843
+2,991
| +38% | +$146K | ﹤0.01% | 1465 |
|
|
2023
Q2 | $409K | Sell |
7,852
-116
| -1% | -$6.05K | ﹤0.01% | 1543 |
|
|
2023
Q1 | $372K | Buy |
+7,968
| New | +$372K | ﹤0.01% | 1493 |
|