CVA Family Office’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 | $332K | Hold |
5,000
| – | – | 0.05% | 215 |
|
|
2025
Q1 | $286K | Hold |
5,000
| – | – | 0.04% | 220 |
|
|
2024
Q4 | $297K | Hold |
5,000
| – | – | 0.05% | 215 |
|
|
2024
Q3 | $290K | Hold |
5,000
| – | – | 0.05% | 205 |
|
|
2024
Q2 | $245K | Hold |
5,000
| – | – | 0.04% | 213 |
|
|
2024
Q1 | $273K | Hold |
5,000
| – | – | 0.05% | 203 |
|
|
2023
Q4 | $259K | Sell |
5,000
-40
| -0.8% | -$2.07K | 0.05% | 200 |
|
|
2023
Q3 | $246K | Buy |
5,040
+40
| +0.8% | +$1.95K | 0.06% | 190 |
|
|
2023
Q2 | $261K | Hold |
5,000
| – | – | 0.05% | 185 |
|
|
2023
Q1 | $234K | Hold |
5,000
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $232K | Buy |
+5,000
| New | +$232K | 0.06% | 186 |
|