D.A. Davidson & Co’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,449
| Closed | -$51K | – | 1852 |
|
|
2017
Q2 | $51K | Hold |
1,449
| – | – | ﹤0.01% | 1529 |
|
|
2017
Q1 | $52K | Buy |
1,449
+1
| +0.1% | +$36 | ﹤0.01% | 1503 |
|
|
2016
Q4 | $55K | Buy |
1,448
+2
| +0.1% | +$76 | ﹤0.01% | 1561 |
|
|
2016
Q3 | $47K | Buy |
1,446
+631
| +77% | +$20.5K | ﹤0.01% | 1553 |
|
|
2016
Q2 | $26K | Buy |
815
+1
| +0.1% | +$32 | ﹤0.01% | 1670 |
|
|
2016
Q1 | $26K | Sell |
814
-119
| -13% | -$3.8K | ﹤0.01% | 1634 |
|
|
2015
Q4 | $29K | Buy |
933
+4
| +0.4% | +$124 | ﹤0.01% | 1591 |
|
|
2015
Q3 | $29K | Buy |
929
+1
| +0.1% | +$31 | ﹤0.01% | 1569 |
|
|
2015
Q2 | $30K | Buy |
928
+2
| +0.2% | +$65 | ﹤0.01% | 1596 |
|
|
2015
Q1 | $28K | Buy |
926
+2
| +0.2% | +$60 | ﹤0.01% | 1591 |
|
|
2014
Q4 | $33K | Buy |
924
+715
| +342% | +$25.5K | ﹤0.01% | 1556 |
|
|
2014
Q3 | $7K | Buy |
209
+2
| +1% | +$67 | ﹤0.01% | 1887 |
|
|
2014
Q2 | $7K | Buy |
207
+2
| +1% | +$68 | ﹤0.01% | 1870 |
|
|
2014
Q1 | $7K | Sell |
205
-3,102
| -94% | -$106K | ﹤0.01% | 1869 |
|
|
2013
Q4 | $116K | Buy |
3,307
+348
| +12% | +$12.2K | ﹤0.01% | 1008 |
|
|
2013
Q3 | $94K | Sell |
2,959
-796
| -21% | -$25.3K | ﹤0.01% | 907 |
|
|
2013
Q2 | $109K | Buy |
+3,755
| New | +$109K | 0.01% | 848 |
|