Crossmark Global Holdings’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
$14.2M Buy
213,774
+2,502
+1% +$166K 0.23% 100
2025
Q1
$12.1M Buy
211,272
+12,381
+6% +$709K 0.21% 116
2024
Q4
$11.8M Sell
198,891
-2,701
-1% -$160K 0.22% 113
2024
Q3
$11.7M Sell
201,592
-37,241
-16% -$2.16M 0.21% 120
2024
Q2
$11.7M Sell
238,833
-6,970
-3% -$341K 0.22% 109
2024
Q1
$13.4M Sell
245,803
-10,258
-4% -$560K 0.26% 93
2023
Q4
$13.3M Sell
256,061
-7,774
-3% -$403K 0.28% 87
2023
Q3
$12.9M Buy
263,835
+1,401
+0.5% +$68.3K 0.29% 84
2023
Q2
$13.8M Buy
262,434
+646
+0.2% +$34K 0.3% 80
2023
Q1
$12.2M Buy
261,788
+5,435
+2% +$254K 0.29% 85
2022
Q4
$11.9M Buy
256,353
+2,291
+0.9% +$106K 0.3% 86
2022
Q3
$10.1M Buy
254,062
+8,065
+3% +$321K 0.28% 82
2022
Q2
$11.3M Buy
245,997
+6,540
+3% +$300K 0.29% 79
2022
Q1
$13.4M Buy
239,457
+176,689
+281% +$9.86M 0.3% 79
2021
Q4
$3.5M Buy
62,768
+5,261
+9% +$293K 0.08% 251
2021
Q3
$2.96M Buy
57,507
+3,113
+6% +$160K 0.07% 288
2021
Q2
$2.8M Sell
54,394
-1,679
-3% -$86.5K 0.07% 290
2021
Q1
$2.83M Sell
56,073
-4,540
-7% -$229K 0.07% 286
2020
Q4
$2.7M Sell
60,613
-231
-0.4% -$10.3K 0.07% 302
2020
Q3
$2.48M Sell
60,844
-3,402
-5% -$139K 0.07% 287
2020
Q2
$2.36M Buy
64,246
+483
+0.8% +$17.8K 0.07% 301
2020
Q1
$2.05M Buy
63,763
+5,516
+9% +$177K 0.07% 280
2019
Q4
$2.65M Sell
58,247
-992
-2% -$45.2K 0.07% 288
2019
Q3
$2.65M Sell
59,239
-7,353
-11% -$329K 0.08% 284
2019
Q2
$2.75M Sell
66,592
-4,198
-6% -$174K 0.08% 289
2019
Q1
$2.72M Sell
70,790
-871
-1% -$33.5K 0.08% 293
2018
Q4
$2.38M Sell
71,661
-631
-0.9% -$20.9K 0.07% 301
2018
Q3
$2.87M Buy
72,292
+10,002
+16% +$398K 0.07% 302
2018
Q2
$2.5M Sell
62,290
-13,271
-18% -$533K 0.07% 327
2018
Q1
$3.11M Sell
75,561
-6,419
-8% -$264K 0.08% 295
2017
Q4
$3.38M Sell
81,980
-966
-1% -$39.9K 0.08% 295
2017
Q3
$3.3M Buy
+82,946
New +$3.3M 0.09% 287
2016
Q3
$3.3M Buy
+82,946
New +$3.3M 0.09% 287