Duncker Streett & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5K | Hold |
414
| – | – | 0.01% | 366 |
|
|
2025
Q1 | $23.7K | Hold |
414
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $24.6K | Hold |
414
| – | – | ﹤0.01% | 381 |
|
|
2024
Q3 | $24K | Hold |
414
| – | – | ﹤0.01% | 369 |
|
|
2024
Q2 | $20.3K | Hold |
414
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $22.6K | Hold |
414
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $21.5K | Hold |
414
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $20.2K | Hold |
414
| – | – | ﹤0.01% | 361 |
|
|
2023
Q2 | $21.6K | Hold |
414
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $19.3K | Sell |
414
-400
| -49% | -$18.7K | ﹤0.01% | 358 |
|
|
2022
Q4 | $37.8K | Hold |
814
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $32K | Hold |
814
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $37K | Hold |
814
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $45K | Hold |
814
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $45K | Hold |
814
| – | – | 0.01% | 346 |
|
|
2021
Q3 | $42K | Hold |
814
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $42K | Sell |
814
-813
| -50% | -$41.9K | 0.01% | 352 |
|
|
2021
Q1 | $82K | Hold |
1,627
| – | – | 0.02% | 299 |
|
|
2020
Q4 | $72K | Hold |
1,627
| – | – | 0.01% | 306 |
|
|
2020
Q3 | $66K | Hold |
1,627
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $60K | Hold |
1,627
| – | – | 0.01% | 310 |
|
|
2020
Q1 | $52K | Sell |
1,627
-814
| -33% | -$26K | 0.01% | 323 |
|
|
2019
Q4 | $111K | Buy |
+2,441
| New | +$111K | 0.02% | 292 |
|
|
2019
Q3 | – | Sell |
-2,441
| Closed | -$101K | – | 462 |
|
|
2019
Q2 | $101K | Hold |
2,441
| – | – | 0.02% | 308 |
|
|
2019
Q1 | $94K | Hold |
2,441
| – | – | 0.02% | 309 |
|
|
2018
Q4 | $81K | Sell |
2,441
-3,579
| -59% | -$119K | 0.02% | 311 |
|
|
2018
Q3 | $239K | Buy |
6,020
+3,579
| +147% | +$142K | 0.05% | 248 |
|
|
2018
Q2 | $98K | Hold |
2,441
| – | – | 0.02% | 319 |
|
|
2018
Q1 | $100K | Hold |
2,441
| – | – | 0.03% | 317 |
|
|
2017
Q4 | $101K | Hold |
2,441
| – | – | 0.03% | 325 |
|
|
2017
Q3 | $97K | Hold |
2,441
| – | – | 0.03% | 315 |
|
|
2017
Q2 | $87K | Hold |
2,441
| – | – | 0.03% | 332 |
|
|
2017
Q1 | $89K | Hold |
2,441
| – | – | 0.03% | 335 |
|
|
2016
Q4 | $94K | Buy |
+2,441
| New | +$94K | 0.03% | 316 |
|