Cumberland Partners’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 | $2.3M | Buy |
34,686
+3,770
| +12% | +$250K | 0.16% | 94 |
|
|
2025
Q1 | $1.77M | Buy |
30,916
+19,370
| +168% | +$1.11M | 0.14% | 106 |
|
|
2024
Q4 | $684K | Buy |
11,546
+5,600
| +94% | +$332K | 0.05% | 137 |
|
|
2024
Q3 | $345K | Hold |
5,946
| – | – | 0.02% | 165 |
|
|
2024
Q2 | $291K | Sell |
5,946
-8,100
| -58% | -$397K | 0.02% | 163 |
|
|
2024
Q1 | $767K | Sell |
14,046
-7
| -0% | -$382 | 0.06% | 144 |
|
|
2023
Q4 | $713K | Sell |
14,053
-300
| -2% | -$15.2K | 0.07% | 138 |
|
|
2023
Q3 | $703K | Sell |
14,353
-4,294
| -23% | -$210K | 0.07% | 130 |
|
|
2023
Q2 | $973K | Buy |
18,647
+2,759
| +17% | +$144K | 0.09% | 120 |
|
|
2023
Q1 | $741K | Sell |
15,888
-4,975
| -24% | -$232K | 0.07% | 119 |
|
|
2022
Q4 | $968K | Buy |
20,863
+8,759
| +72% | +$406K | 0.1% | 106 |
|
|
2022
Q3 | $483K | Sell |
12,104
-13,592
| -53% | -$542K | 0.05% | 132 |
|
|
2022
Q2 | $1.18M | Sell |
25,696
-4,400
| -15% | -$202K | 0.11% | 101 |
|
|
2022
Q1 | $1.68M | Buy |
30,096
+13,274
| +79% | +$742K | 0.13% | 98 |
|
|
2021
Q4 | $937K | Buy |
16,822
+6,700
| +66% | +$373K | 0.07% | 133 |
|
|
2021
Q3 | $520K | Hold |
10,122
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $521K | Sell |
10,122
-11,269
| -53% | -$580K | 0.04% | 143 |
|
|
2021
Q1 | $1.08M | Sell |
21,391
-1,325
| -6% | -$67K | 0.09% | 123 |
|
|
2020
Q4 | $1.01M | Buy |
22,716
+3,149
| +16% | +$140K | 0.09% | 117 |
|
|
2020
Q3 | $796K | Buy |
19,567
+1,800
| +10% | +$73.2K | 0.08% | 110 |
|
|
2020
Q2 | $651K | Sell |
17,767
-3,955
| -18% | -$145K | 0.07% | 129 |
|
|
2020
Q1 | $693K | Sell |
21,722
-6,334
| -23% | -$202K | 0.08% | 114 |
|
|
2019
Q4 | $1.28M | Sell |
28,056
-1,445
| -5% | -$66K | 0.11% | 103 |
|
|
2019
Q3 | $1.32M | Buy |
29,501
+2,235
| +8% | +$100K | 0.13% | 93 |
|
|
2019
Q2 | $1.13M | Sell |
27,266
-1,753
| -6% | -$72.7K | 0.11% | 98 |
|
|
2019
Q1 | $1.12M | Buy |
29,019
+2,880
| +11% | +$111K | 0.11% | 100 |
|
|
2018
Q4 | $867K | Sell |
26,139
-5,956
| -19% | -$198K | 0.1% | 102 |
|
|
2018
Q3 | $1.28M | Sell |
32,095
-10,071
| -24% | -$400K | 0.12% | 98 |
|
|
2018
Q2 | $1.71M | Buy |
+42,166
| New | +$1.71M | 0.17% | 85 |
|