Dorchester Wealth Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.09M | Sell |
35,192
-131
| -0.4% | -$7.77K | 0.42% | 49 |
|
|
2024
Q3 | $2.05M | Sell |
35,323
-1,122
| -3% | -$65.1K | 0.37% | 53 |
|
|
2024
Q2 | $1.79M | Sell |
36,445
-3,745
| -9% | -$184K | 0.35% | 55 |
|
|
2024
Q1 | $2.19M | Buy |
40,190
+354
| +0.9% | +$19.3K | 0.39% | 55 |
|
|
2023
Q4 | $2.07M | Sell |
39,836
-460
| -1% | -$23.9K | 0.38% | 55 |
|
|
2023
Q3 | $1.98M | Sell |
40,296
-679
| -2% | -$33.3K | 0.4% | 54 |
|
|
2023
Q2 | $2.14M | Sell |
40,975
-2,160
| -5% | -$113K | 0.43% | 52 |
|
|
2023
Q1 | $2.01M | Buy |
43,135
+4,570
| +12% | +$213K | 0.41% | 54 |
|
|
2022
Q4 | $1.79M | Sell |
38,565
-4,610
| -11% | -$214K | 0.42% | 53 |
|
|
2022
Q3 | $1.72M | Sell |
43,175
-100
| -0.2% | -$3.97K | 0.38% | 56 |
|
|
2022
Q2 | $1.98M | Buy |
43,275
+11,969
| +38% | +$548K | 0.39% | 55 |
|
|
2022
Q1 | $1.75M | Hold |
31,306
| – | – | 0.28% | 55 |
|
|
2021
Q4 | $1.74M | Buy |
31,306
+100
| +0.3% | +$5.56K | 0.35% | 51 |
|
|
2021
Q3 | $1.6M | Sell |
31,206
-1,800
| -5% | -$92K | 0.39% | 49 |
|
|
2021
Q2 | $1.7M | Sell |
33,006
-1,800
| -5% | -$92.8K | 0.39% | 49 |
|
|
2021
Q1 | $1.76M | Sell |
34,806
-1,968
| -5% | -$99.4K | 0.44% | 48 |
|
|
2020
Q4 | $1.64M | Sell |
36,774
-391
| -1% | -$17.4K | 0.43% | 50 |
|
|
2020
Q3 | $1.51M | Sell |
37,165
-2,019
| -5% | -$82.1K | 0.47% | 47 |
|
|
2020
Q2 | $1.43M | Sell |
39,184
-330
| -0.8% | -$12.1K | 0.45% | 47 |
|
|
2020
Q1 | $1.26M | Sell |
39,514
-569
| -1% | -$18.2K | 0.47% | 46 |
|
|
2019
Q4 | $1.83M | Sell |
40,083
-877
| -2% | -$40K | 0.51% | 41 |
|
|
2019
Q3 | $1.83M | Sell |
40,960
-1,184
| -3% | -$53K | 0.54% | 40 |
|
|
2019
Q2 | $1.75M | Sell |
42,144
-3,095
| -7% | -$128K | 0.52% | 42 |
|
|
2019
Q1 | $1.74M | Sell |
45,239
-1,426
| -3% | -$54.8K | 0.53% | 39 |
|
|
2018
Q4 | $1.55M | Buy |
46,665
+647
| +1% | +$21.5K | 0.54% | 42 |
|
|
2018
Q3 | $1.83M | Buy |
46,018
+13,123
| +40% | +$520K | 0.57% | 40 |
|
|
2018
Q2 | $1.32M | Sell |
32,895
-1,024
| -3% | -$41.1K | 0.43% | 44 |
|
|
2018
Q1 | $1.39M | Sell |
33,919
-98
| -0.3% | -$4.02K | 0.47% | 43 |
|
|
2017
Q4 | $1.41M | Sell |
34,017
-1,600
| -4% | -$66.2K | 0.44% | 47 |
|
|
2017
Q3 | $1.42M | Buy |
35,617
+121
| +0.3% | +$4.82K | 0.46% | 49 |
|
|
2017
Q2 | $1.27M | Sell |
35,496
-899
| -2% | -$32.1K | 0.44% | 49 |
|
|
2017
Q1 | $1.33M | Buy |
36,395
+526
| +1% | +$19.2K | 0.46% | 48 |
|
|
2016
Q4 | $1.38M | Sell |
35,869
-1,420
| -4% | -$54.5K | 0.5% | 47 |
|
|
2016
Q3 | $1.21M | Sell |
37,289
-4,479
| -11% | -$146K | 0.45% | 49 |
|
|
2016
Q2 | $1.37M | Buy |
41,768
+2
| +0% | +$66 | 0.51% | 48 |
|
|
2016
Q1 | $1.35M | Sell |
41,766
-999
| -2% | -$32.2K | 0.51% | 45 |
|
|
2015
Q4 | $1.33M | Sell |
42,765
-2,907
| -6% | -$90.6K | 0.55% | 47 |
|
|
2015
Q3 | $1.47M | Sell |
45,672
-253
| -0.6% | -$8.16K | 0.54% | 45 |
|
|
2015
Q2 | $1.53M | Buy |
+45,925
| New | +$1.53M | 0.5% | 48 |
|