Creative Planning’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.82M | Buy |
|
|||||
|
2025
Q2 | $4.48M | Buy |
|
|||||
|
2025
Q1 | $3.44M | Buy |
|
|||||
|
2024
Q4 | $3.36M | Buy |
|
|||||
|
2024
Q3 | $2.82M | Buy |
|
|||||
|
2024
Q2 | $2.35M | Buy |
|
|||||
|
2024
Q1 | $1.96M | Buy |
|
|||||
|
2023
Q4 | $1.72M | Buy |
|
|||||
|
2023
Q3 | $1.5M | Sell |
|
|||||
|
2023
Q2 | $1.77M | Buy |
|
|||||
|
2023
Q1 | $1.01M | Buy |
|
|||||
|
2022
Q4 | $757K | Buy |
|
|||||
|
2022
Q3 | $568K | Buy |
|
|||||
|
2022
Q2 | $437K | Buy |
|
|||||
|
2022
Q1 | $447K | Buy |
|
|||||
|
2021
Q4 | $420K | Sell |
|
|||||
|
2021
Q3 | $411K | Buy |
|
|||||
|
2021
Q2 | $385K | Sell |
|
|||||
|
2021
Q1 | $589K | Buy |
|
|||||
|
2020
Q4 | $457K | Sell |
|
|||||
|
2020
Q3 | $584K | Buy |
|
|||||
|
2020
Q2 | $340K | Buy |
|
|||||
|
2020
Q1 | $254K | Sell |
|
|||||
|
2019
Q4 | $363K | Hold |
|
|||||
|
2019
Q3 | $357K | Sell |
|
|||||
|
2019
Q2 | $331K | Buy |
|
|||||
|
2019
Q1 | $286K | Sell |
|
|||||
|
2018
Q4 | $394K | Sell |
|
|||||
|
2018
Q3 | $474K | Buy |
|
|||||
|
2018
Q2 | $477K | Buy |
|
|||||
|
2018
Q1 | $488K | Sell |
|
|||||
|
2017
Q4 | $491K | Buy |
|
|||||
|
2017
Q3 | $433K | Buy |
|
|||||
|
2017
Q2 | $355K | Hold |
|
|||||
|
2017
Q1 | $363K | Hold |
|
|||||
|
2016
Q4 | $381K | Buy |
|
|||||
|
2016
Q3 | $280K | Buy |
|
|||||
|
2016
Q2 | $230K | Hold |
|
|||||
|
2016
Q1 | $226K | Sell |
|
|||||
|
2015
Q4 | $253K | Buy |
|
|||||
|
2015
Q3 | $83K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $61K | Buy |
|
|||||
|
2014
Q4 | $55K | Hold |
|
|||||
|
2014
Q3 | $56K | Sell |
|
|||||
|
2014
Q2 | $57K | Buy |
|
|||||
|
2014
Q1 | $46K | Sell |
|
|||||
|
2013
Q4 | $51K | Buy |
|
|||||
|
2013
Q3 | $24K | Buy |
|
|||||
|
2013
Q2 | $1K | Buy |
|