Creative Planning’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 | $4.48M | Buy |
67,462
+7,306
| +12% | +$485K | ﹤0.01% | 819 |
|
|
2025
Q1 | $3.44M | Buy |
60,156
+3,452
| +6% | +$198K | ﹤0.01% | 866 |
|
|
2024
Q4 | $3.36M | Buy |
56,704
+8,146
| +17% | +$483K | ﹤0.01% | 838 |
|
|
2024
Q3 | $2.82M | Buy |
48,558
+590
| +1% | +$34.2K | ﹤0.01% | 893 |
|
|
2024
Q2 | $2.35M | Buy |
47,968
+12,049
| +34% | +$590K | ﹤0.01% | 920 |
|
|
2024
Q1 | $1.96M | Buy |
35,919
+2,843
| +9% | +$155K | ﹤0.01% | 961 |
|
|
2023
Q4 | $1.72M | Buy |
33,076
+2,248
| +7% | +$117K | ﹤0.01% | 969 |
|
|
2023
Q3 | $1.5M | Sell |
30,828
-3,224
| -9% | -$157K | ﹤0.01% | 975 |
|
|
2023
Q2 | $1.77M | Buy |
34,052
+12,392
| +57% | +$646K | ﹤0.01% | 875 |
|
|
2023
Q1 | $1.01M | Buy |
21,660
+5,347
| +33% | +$250K | ﹤0.01% | 1070 |
|
|
2022
Q4 | $757K | Buy |
16,313
+2,019
| +14% | +$93.7K | ﹤0.01% | 1173 |
|
|
2022
Q3 | $568K | Buy |
14,294
+4,761
| +50% | +$189K | ﹤0.01% | 1247 |
|
|
2022
Q2 | $437K | Buy |
9,533
+1,522
| +19% | +$69.8K | ﹤0.01% | 1385 |
|
|
2022
Q1 | $447K | Buy |
8,011
+463
| +6% | +$25.8K | ﹤0.01% | 1383 |
|
|
2021
Q4 | $420K | Sell |
7,548
-440
| -6% | -$24.5K | ﹤0.01% | 1411 |
|
|
2021
Q3 | $411K | Buy |
7,988
+518
| +7% | +$26.7K | ﹤0.01% | 1400 |
|
|
2021
Q2 | $385K | Sell |
7,470
-4,188
| -36% | -$216K | ﹤0.01% | 1415 |
|
|
2021
Q1 | $589K | Buy |
11,658
+1,371
| +13% | +$69.3K | ﹤0.01% | 1303 |
|
|
2020
Q4 | $457K | Sell |
10,287
-4,059
| -28% | -$180K | ﹤0.01% | 1352 |
|
|
2020
Q3 | $584K | Buy |
14,346
+5,096
| +55% | +$207K | ﹤0.01% | 1039 |
|
|
2020
Q2 | $340K | Buy |
9,250
+1,334
| +17% | +$49K | ﹤0.01% | 1220 |
|
|
2020
Q1 | $254K | Sell |
7,916
-41
| -0.5% | -$1.32K | ﹤0.01% | 1241 |
|
|
2019
Q4 | $363K | Hold |
7,957
| – | – | ﹤0.01% | 1283 |
|
|
2019
Q3 | $357K | Sell |
7,957
-53
| -0.7% | -$2.38K | ﹤0.01% | 1248 |
|
|
2019
Q2 | $331K | Buy |
8,010
+553
| +7% | +$22.9K | ﹤0.01% | 1306 |
|
|
2019
Q1 | $286K | Sell |
7,457
-4,426
| -37% | -$170K | ﹤0.01% | 1344 |
|
|
2018
Q4 | $394K | Sell |
11,883
-40
| -0.3% | -$1.33K | ﹤0.01% | 1076 |
|
|
2018
Q3 | $474K | Buy |
11,923
+34
| +0.3% | +$1.35K | ﹤0.01% | 1096 |
|
|
2018
Q2 | $477K | Buy |
11,889
+32
| +0.3% | +$1.28K | ﹤0.01% | 1088 |
|
|
2018
Q1 | $488K | Sell |
11,857
-47
| -0.4% | -$1.93K | ﹤0.01% | 1089 |
|
|
2017
Q4 | $491K | Buy |
11,904
+1,030
| +9% | +$42.5K | ﹤0.01% | 1069 |
|
|
2017
Q3 | $433K | Buy |
10,874
+950
| +10% | +$37.8K | ﹤0.01% | 1110 |
|
|
2017
Q2 | $355K | Hold |
9,924
| – | – | ﹤0.01% | 1179 |
|
|
2017
Q1 | $363K | Hold |
9,924
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q4 | $381K | Buy |
9,924
+1,329
| +15% | +$51K | ﹤0.01% | 1054 |
|
|
2016
Q3 | $280K | Buy |
8,595
+1,596
| +23% | +$52K | ﹤0.01% | 1208 |
|
|
2016
Q2 | $230K | Hold |
6,999
| – | – | ﹤0.01% | 1184 |
|
|
2016
Q1 | $226K | Sell |
6,999
-1,119
| -14% | -$36.1K | ﹤0.01% | 1145 |
|
|
2015
Q4 | $253K | Buy |
8,118
+5,546
| +216% | +$173K | ﹤0.01% | 1066 |
|
|
2015
Q3 | $83K | Buy |
+2,572
| New | +$83K | ﹤0.01% | 1693 |
|
|
2015
Q2 | – | Sell |
-1,972
| Closed | -$61K | – | 2583 |
|
|
2015
Q1 | $61K | Buy |
1,972
+438
| +29% | +$13.5K | ﹤0.01% | 1865 |
|
|
2014
Q4 | $55K | Hold |
1,534
| – | – | ﹤0.01% | 1935 |
|
|
2014
Q3 | $56K | Sell |
1,534
-13
| -0.8% | -$475 | ﹤0.01% | 1834 |
|
|
2014
Q2 | $57K | Buy |
1,547
+210
| +16% | +$7.74K | ﹤0.01% | 1781 |
|
|
2014
Q1 | $46K | Sell |
1,337
-94
| -7% | -$3.23K | ﹤0.01% | 1849 |
|
|
2013
Q4 | $51K | Buy |
1,431
+690
| +93% | +$24.6K | ﹤0.01% | 1599 |
|
|
2013
Q3 | $24K | Buy |
741
+700
| +1,707% | +$22.7K | ﹤0.01% | 1993 |
|
|
2013
Q2 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 2971 |
|