Dimensional Fund Advisors’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 | $107M | Buy |
1,616,699
+264
| +0% | +$17.5K | 0.02% | 947 |
|
|
2025
Q1 | $92.5M | Sell |
1,616,435
-103,220
| -6% | -$5.91M | 0.02% | 1041 |
|
|
2024
Q4 | $102M | Sell |
1,719,655
-89,286
| -5% | -$5.3M | 0.02% | 1001 |
|
|
2024
Q3 | $105M | Buy |
1,808,941
+33,899
| +2% | +$1.97M | 0.03% | 994 |
|
|
2024
Q2 | $87M | Buy |
1,775,042
+431,418
| +32% | +$21.1M | 0.02% | 1069 |
|
|
2024
Q1 | $73.3M | Buy |
1,343,624
+200,958
| +18% | +$11M | 0.02% | 1196 |
|
|
2023
Q4 | $59.3M | Buy |
1,142,666
+182,543
| +19% | +$9.47M | 0.02% | 1320 |
|
|
2023
Q3 | $46.9M | Sell |
960,123
-281,937
| -23% | -$13.8M | 0.02% | 1388 |
|
|
2023
Q2 | $64.7M | Sell |
1,242,060
-299,692
| -19% | -$15.6M | 0.02% | 1167 |
|
|
2023
Q1 | $72M | Sell |
1,541,752
-238,848
| -13% | -$11.2M | 0.02% | 1051 |
|
|
2022
Q4 | $82.7K | Buy |
1,780,600
+78,368
| +5% | +$3.64K | 0.02% | 920 |
|
|
2022
Q3 | $67.7M | Buy |
1,702,232
+433,371
| +34% | +$17.2M | 0.03% | 977 |
|
|
2022
Q2 | $58.1M | Buy |
1,268,861
+313,931
| +33% | +$14.4M | 0.02% | 1166 |
|
|
2022
Q1 | $53.3M | Buy |
954,930
+149,784
| +19% | +$8.36M | 0.02% | 1363 |
|
|
2021
Q4 | $44.8M | Buy |
805,146
+9,201
| +1% | +$512K | 0.01% | 1489 |
|
|
2021
Q3 | $41M | Sell |
795,945
-7,159
| -0.9% | -$368K | 0.01% | 1554 |
|
|
2021
Q2 | $41.4M | Buy |
803,104
+2,508
| +0.3% | +$129K | 0.01% | 1587 |
|
|
2021
Q1 | $40.5M | Sell |
800,596
-104,737
| -12% | -$5.29M | 0.01% | 1596 |
|
|
2020
Q4 | $40.3M | Sell |
905,333
-99,048
| -10% | -$4.4M | 0.01% | 1545 |
|
|
2020
Q3 | $40.9M | Sell |
1,004,381
-102,129
| -9% | -$4.16M | 0.02% | 1364 |
|
|
2020
Q2 | $40.7M | Sell |
1,106,510
-80,501
| -7% | -$2.96M | 0.02% | 1377 |
|
|
2020
Q1 | $38.1M | Sell |
1,187,011
-141,760
| -11% | -$4.55M | 0.02% | 1265 |
|
|
2019
Q4 | $60.6M | Sell |
1,328,771
-67,080
| -5% | -$3.06M | 0.02% | 1237 |
|
|
2019
Q3 | $62.5M | Sell |
1,395,851
-83,798
| -6% | -$3.75M | 0.02% | 1164 |
|
|
2019
Q2 | $61.2M | Sell |
1,479,649
-155,492
| -10% | -$6.43M | 0.02% | 1203 |
|
|
2019
Q1 | $62.8M | Buy |
1,635,141
+41,409
| +3% | +$1.59M | 0.03% | 1149 |
|
|
2018
Q4 | $52.9M | Buy |
1,593,732
+5,217
| +0.3% | +$173K | 0.02% | 1183 |
|
|
2018
Q3 | $63.2M | Buy |
1,588,515
+8,066
| +0.5% | +$321K | 0.02% | 1186 |
|
|
2018
Q2 | $63.4M | Buy |
1,580,449
+97,733
| +7% | +$3.92M | 0.03% | 1126 |
|
|
2018
Q1 | $61M | Sell |
1,482,716
-104,631
| -7% | -$4.3M | 0.03% | 1106 |
|
|
2017
Q4 | $65.5M | Buy |
1,587,347
+644
| +0% | +$26.6K | 0.03% | 1037 |
|
|
2017
Q3 | $63.2M | Buy |
1,586,703
+47,039
| +3% | +$1.87M | 0.03% | 1022 |
|
|
2017
Q2 | $55M | Buy |
1,539,664
+328,102
| +27% | +$11.7M | 0.03% | 1126 |
|
|
2017
Q1 | $44.3M | Buy |
1,211,562
+125,428
| +12% | +$4.58M | 0.02% | 1316 |
|
|
2016
Q4 | $41.7M | Buy |
1,086,134
+22,598
| +2% | +$868K | 0.02% | 1336 |
|
|
2016
Q3 | $34.6M | Buy |
1,063,536
+392,490
| +58% | +$12.8M | 0.02% | 1444 |
|
|
2016
Q2 | $22M | Buy |
671,046
+427,864
| +176% | +$14M | 0.01% | 1758 |
|
|
2016
Q1 | $7.85M | Buy |
243,182
+52,108
| +27% | +$1.68M | ﹤0.01% | 2308 |
|
|
2015
Q4 | $5.96M | Sell |
191,074
-125
| -0.1% | -$3.9K | ﹤0.01% | 2447 |
|
|
2015
Q3 | $6.17M | Buy |
191,199
+2,501
| +1% | +$80.7K | ﹤0.01% | 2423 |
|
|
2015
Q2 | $6.3M | Buy |
188,698
+116,493
| +161% | +$3.89M | ﹤0.01% | 2482 |
|
|
2015
Q1 | $2.23M | Buy |
72,205
+1,837
| +3% | +$56.6K | ﹤0.01% | 2796 |
|
|
2014
Q4 | $2.54M | Buy |
70,368
+6,659
| +10% | +$240K | ﹤0.01% | 2774 |
|
|
2014
Q3 | $2.31M | Buy |
63,709
+5,232
| +9% | +$190K | ﹤0.01% | 2805 |
|
|
2014
Q2 | $2.15M | Buy |
58,477
+1,254
| +2% | +$46K | ﹤0.01% | 2835 |
|
|
2014
Q1 | $1.98M | Sell |
57,223
-7,255
| -11% | -$251K | ﹤0.01% | 2843 |
|
|
2013
Q4 | $2.28M | Sell |
64,478
-7,563
| -10% | -$267K | ﹤0.01% | 2822 |
|
|
2013
Q3 | $2.3M | Buy |
72,041
+17,436
| +32% | +$557K | ﹤0.01% | 2817 |
|
|
2013
Q2 | $1.62M | Buy |
+54,605
| New | +$1.62M | ﹤0.01% | 2890 |
|