Evergreen Capital 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 | $472K | Sell |
7,105
-313
| -4% | -$20.8K | 0.01% | 575 |
|
|
2025
Q1 | $425K | Buy |
7,418
+357
| +5% | +$20.4K | 0.01% | 572 |
|
|
2024
Q4 | $419K | Buy |
7,061
+137
| +2% | +$8.13K | 0.01% | 573 |
|
|
2024
Q3 | $402K | Buy |
6,924
+1,551
| +29% | +$90K | 0.01% | 590 |
|
|
2024
Q2 | $263K | Buy |
5,373
+466
| +9% | +$22.8K | 0.01% | 715 |
|
|
2024
Q1 | $268K | Sell |
4,907
-184
| -4% | -$10K | 0.01% | 676 |
|
|
2023
Q4 | $264K | Buy |
5,091
+792
| +18% | +$41.1K | 0.01% | 649 |
|
|
2023
Q3 | $210K | Sell |
4,299
-5,946
| -58% | -$290K | 0.01% | 692 |
|
|
2023
Q2 | $534K | Buy |
10,245
+1,381
| +16% | +$72K | 0.02% | 377 |
|
|
2023
Q1 | $414K | Buy |
+8,864
| New | +$414K | 0.02% | 415 |
|
|
2022
Q3 | – | Sell |
-4,453
| Closed | -$204K | – | 636 |
|
|
2022
Q2 | $204K | Sell |
4,453
-1,596
| -26% | -$73.1K | 0.01% | 524 |
|
|
2022
Q1 | $338K | Buy |
6,049
+593
| +11% | +$33.1K | 0.01% | 453 |
|
|
2021
Q4 | $304K | Buy |
5,456
+349
| +7% | +$19.4K | 0.01% | 476 |
|
|
2021
Q3 | $263K | Sell |
5,107
-696
| -12% | -$35.8K | 0.01% | 474 |
|
|
2021
Q2 | $299K | Buy |
5,803
+726
| +14% | +$37.4K | 0.01% | 416 |
|
|
2021
Q1 | $257K | Buy |
5,077
+318
| +7% | +$16.1K | 0.01% | 430 |
|
|
2020
Q4 | $212K | Buy |
+4,759
| New | +$212K | 0.01% | 408 |
|
|
2020
Q1 | – | Sell |
-5,497
| Closed | -$250K | – | 474 |
|
|
2019
Q4 | $250K | Hold |
5,497
| – | – | 0.02% | 382 |
|
|
2019
Q3 | $246K | Hold |
5,497
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $227K | Hold |
5,497
| – | – | 0.02% | 364 |
|
|
2019
Q1 | $211K | Buy |
+5,497
| New | +$211K | 0.02% | 352 |
|