Enterprise Financial Services Corp (EFSC)’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-829
| Closed | -$43K | – | 1076 |
|
|
2021
Q2 | $43K | Buy |
829
+27
| +3% | +$1.4K | 0.01% | 419 |
|
|
2021
Q1 | $41K | Buy |
802
+61
| +8% | +$3.12K | 0.01% | 450 |
|
|
2020
Q4 | $33K | Hold |
741
| – | – | 0.01% | 468 |
|
|
2020
Q3 | $30K | Hold |
741
| – | – | 0.01% | 478 |
|
|
2020
Q2 | $27K | Buy |
741
+221
| +43% | +$8.05K | 0.01% | 486 |
|
|
2020
Q1 | $17K | Buy |
520
+322
| +163% | +$10.5K | ﹤0.01% | 539 |
|
|
2019
Q4 | $9K | Hold |
198
| – | – | ﹤0.01% | 747 |
|
|
2019
Q3 | $9K | Hold |
198
| – | – | ﹤0.01% | 730 |
|
|
2019
Q2 | $8K | Buy |
198
+21
| +12% | +$848 | ﹤0.01% | 796 |
|
|
2019
Q1 | $7K | Sell |
177
-154
| -47% | -$6.09K | ﹤0.01% | 834 |
|
|
2018
Q4 | $11K | Buy |
331
+154
| +87% | +$5.12K | 0.01% | 511 |
|
|
2018
Q3 | $7K | Sell |
177
-130
| -42% | -$5.14K | ﹤0.01% | 672 |
|
|
2018
Q2 | $12K | Buy |
307
+39
| +15% | +$1.52K | 0.01% | 559 |
|
|
2018
Q1 | $11K | Buy |
268
+91
| +51% | +$3.74K | 0.01% | 579 |
|
|
2017
Q4 | $7K | Hold |
177
| – | – | ﹤0.01% | 646 |
|
|
2017
Q3 | $7K | Hold |
177
| – | – | ﹤0.01% | 651 |
|
|
2017
Q2 | $6K | Sell |
177
-28
| -14% | -$949 | ﹤0.01% | 684 |
|
|
2017
Q1 | $7K | Hold |
205
| – | – | ﹤0.01% | 697 |
|
|
2016
Q4 | $8K | Sell |
205
-179
| -47% | -$6.99K | ﹤0.01% | 652 |
|
|
2016
Q3 | $12K | Hold |
384
| – | – | 0.01% | 525 |
|
|
2016
Q2 | $13K | Hold |
384
| – | – | 0.01% | 492 |
|
|
2016
Q1 | $12K | Sell |
384
-1,244
| -76% | -$38.9K | 0.01% | 505 |
|
|
2015
Q4 | $51K | Hold |
1,628
| – | – | 0.03% | 240 |
|
|
2015
Q3 | $53K | Buy |
1,628
+151
| +10% | +$4.92K | 0.03% | 228 |
|
|
2015
Q2 | $49K | Hold |
1,477
| – | – | 0.03% | 246 |
|
|
2015
Q1 | $46K | Hold |
1,477
| – | – | 0.03% | 266 |
|
|
2014
Q4 | $53K | Hold |
1,477
| – | – | 0.03% | 249 |
|
|
2014
Q3 | $54K | Hold |
1,477
| – | – | 0.03% | 244 |
|
|
2014
Q2 | $54K | Hold |
1,477
| – | – | 0.03% | 253 |
|
|
2014
Q1 | $51K | Hold |
1,477
| – | – | 0.03% | 249 |
|
|
2013
Q4 | $52K | Hold |
1,477
| – | – | 0.03% | 240 |
|
|
2013
Q3 | $47K | Hold |
1,477
| – | – | 0.03% | 241 |
|
|
2013
Q2 | $44K | Buy |
+1,477
| New | +$44K | 0.03% | 219 |
|