Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
24,472
+2,613
| +12% | +$174K | ﹤0.01% | 2970 |
|
|
2025
Q1 | $1.25M | Buy |
21,859
+52
| +0.2% | +$2.98K | ﹤0.01% | 3049 |
|
|
2024
Q4 | $1.29M | Buy |
21,807
+674
| +3% | +$40K | ﹤0.01% | 2985 |
|
|
2024
Q3 | $1.23M | Sell |
21,133
-1,555
| -7% | -$90.2K | ﹤0.01% | 2990 |
|
|
2024
Q2 | $1.11M | Sell |
22,688
-78,585
| -78% | -$3.85M | ﹤0.01% | 2962 |
|
|
2024
Q1 | $5.53M | Buy |
101,273
+75,255
| +289% | +$4.11M | ﹤0.01% | 1911 |
|
|
2023
Q4 | $1.35M | Sell |
26,018
-22,335
| -46% | -$1.16M | ﹤0.01% | 2709 |
|
|
2023
Q3 | $2.36M | Buy |
48,353
+3,688
| +8% | +$180K | ﹤0.01% | 2280 |
|
|
2023
Q2 | $2.33M | Sell |
44,665
-108
| -0.2% | -$5.63K | ﹤0.01% | 2186 |
|
|
2023
Q1 | $2.09M | Buy |
44,773
+22,897
| +105% | +$1.07M | ﹤0.01% | 2175 |
|
|
2022
Q4 | $1.02M | Sell |
21,876
-1,447
| -6% | -$67.2K | ﹤0.01% | 2625 |
|
|
2022
Q3 | $927K | Sell |
23,323
-2,054
| -8% | -$81.6K | ﹤0.01% | 2629 |
|
|
2022
Q2 | $1.16M | Sell |
25,377
-16
| -0.1% | -$733 | ﹤0.01% | 2476 |
|
|
2022
Q1 | $1.42M | Buy |
25,393
+4,702
| +23% | +$263K | ﹤0.01% | 2405 |
|
|
2021
Q4 | $1.15M | Buy |
20,691
+264
| +1% | +$14.7K | ﹤0.01% | 2537 |
|
|
2021
Q3 | $1.05M | Buy |
20,427
+6,512
| +47% | +$335K | ﹤0.01% | 2512 |
|
|
2021
Q2 | $717K | Sell |
13,915
-12,992
| -48% | -$669K | ﹤0.01% | 2744 |
|
|
2021
Q1 | $1.36M | Buy |
26,907
+3,548
| +15% | +$179K | ﹤0.01% | 2190 |
|
|
2020
Q4 | $1.04M | Buy |
23,359
+2,733
| +13% | +$122K | ﹤0.01% | 2185 |
|
|
2020
Q3 | $840K | Sell |
20,626
-2,273
| -10% | -$92.6K | ﹤0.01% | 2119 |
|
|
2020
Q2 | $842K | Sell |
22,899
-4,409
| -16% | -$162K | ﹤0.01% | 2070 |
|
|
2020
Q1 | $876K | Buy |
27,308
+3,352
| +14% | +$108K | ﹤0.01% | 1893 |
|
|
2019
Q4 | $1.09M | Sell |
23,956
-107
| -0.4% | -$4.88K | ﹤0.01% | 1970 |
|
|
2019
Q3 | $1.08M | Buy |
24,063
+869
| +4% | +$38.9K | ﹤0.01% | 1897 |
|
|
2019
Q2 | $959K | Buy |
23,194
+9,259
| +66% | +$383K | ﹤0.01% | 1965 |
|
|
2019
Q1 | $535K | Sell |
13,935
-4,840
| -26% | -$186K | ﹤0.01% | 2314 |
|
|
2018
Q4 | $623K | Buy |
+18,775
| New | +$623K | ﹤0.01% | 2019 |
|
|
2018
Q3 | – | Sell |
-1,009
| Closed | -$41K | – | 2390 |
|
|
2018
Q2 | $41K | Buy |
1,009
+22
| +2% | +$894 | ﹤0.01% | 2260 |
|
|
2018
Q1 | $40K | Buy |
987
+378
| +62% | +$15.3K | ﹤0.01% | 2210 |
|
|
2017
Q4 | $25K | Buy |
609
+28
| +5% | +$1.15K | ﹤0.01% | 2482 |
|
|
2017
Q3 | $23K | Sell |
581
-287
| -33% | -$11.4K | ﹤0.01% | 2469 |
|
|
2017
Q2 | $31K | Buy |
868
+764
| +735% | +$27.3K | ﹤0.01% | 2493 |
|
|
2017
Q1 | $4K | Sell |
104
-8
| -7% | -$308 | ﹤0.01% | 2936 |
|
|
2016
Q4 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 2918 |
|
|
2016
Q2 | – | Sell |
-2,114
| Closed | -$68K | – | 3137 |
|
|
2016
Q1 | $68K | Buy |
+2,114
| New | +$68K | ﹤0.01% | 2591 |
|
|
2015
Q1 | – | Sell |
-44
| Closed | -$2K | – | 2360 |
|
|
2014
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 2338 |
|
|
2014
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 2533 |
|
|
2014
Q2 | – | Sell |
-175
| Closed | -$6K | – | 2797 |
|
|
2014
Q1 | $6K | Sell |
175
-7,334
| -98% | -$251K | ﹤0.01% | 2061 |
|
|
2013
Q4 | $265K | Sell |
7,509
-76
| -1% | -$2.68K | ﹤0.01% | 768 |
|
|
2013
Q3 | $243K | Sell |
7,585
-172
| -2% | -$5.51K | ﹤0.01% | 754 |
|
|
2013
Q2 | $230K | Buy |
+7,757
| New | +$230K | ﹤0.01% | 771 |
|