Financial Counselors Inc’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 | – | Sell |
-6,296
| Closed | -$361K | – | 441 |
|
|
2025
Q1 | $361K | Sell |
6,296
-1,852
| -23% | -$106K | 0.01% | 465 |
|
|
2024
Q4 | $484K | Buy |
8,148
+325
| +4% | +$19.3K | 0.01% | 416 |
|
|
2024
Q3 | $454K | Buy |
7,823
+1,774
| +29% | +$103K | 0.01% | 446 |
|
|
2024
Q2 | $296K | Sell |
6,049
-650
| -10% | -$31.8K | ﹤0.01% | 495 |
|
|
2024
Q1 | $366K | Buy |
6,699
+96
| +1% | +$5.24K | 0.01% | 457 |
|
|
2023
Q4 | $342K | Buy |
6,603
+1,378
| +26% | +$71.5K | 0.01% | 461 |
|
|
2023
Q3 | $255K | Sell |
5,225
-37
| -0.7% | -$1.81K | 0.01% | 492 |
|
|
2023
Q2 | $274K | Hold |
5,262
| – | – | 0.01% | 442 |
|
|
2023
Q1 | $246K | Sell |
5,262
-700
| -12% | -$32.7K | 0.01% | 455 |
|
|
2022
Q4 | $277K | Buy |
5,962
+700
| +13% | +$32.5K | 0.01% | 441 |
|
|
2022
Q3 | $209K | Sell |
5,262
-1,304
| -20% | -$51.8K | 0.01% | 455 |
|
|
2022
Q2 | $301K | Hold |
6,566
| – | – | 0.01% | 422 |
|
|
2022
Q1 | $367K | Sell |
6,566
-37
| -0.6% | -$2.07K | 0.01% | 401 |
|
|
2021
Q4 | $368K | Hold |
6,603
| – | – | 0.01% | 398 |
|
|
2021
Q3 | $340K | Hold |
6,603
| – | – | 0.01% | 425 |
|
|
2021
Q2 | $340K | Sell |
6,603
-120
| -2% | -$6.18K | 0.01% | 423 |
|
|
2021
Q1 | $340K | Sell |
6,723
-43
| -0.6% | -$2.18K | 0.01% | 418 |
|
|
2020
Q4 | $301K | Sell |
6,766
-18
| -0.3% | -$801 | 0.01% | 433 |
|
|
2020
Q3 | $276K | Sell |
6,784
-833
| -11% | -$33.9K | 0.01% | 415 |
|
|
2020
Q2 | $280K | Buy |
7,617
+495
| +7% | +$18.2K | 0.01% | 426 |
|
|
2020
Q1 | $229K | Sell |
7,122
-23
| -0.3% | -$740 | 0.01% | 402 |
|
|
2019
Q4 | $326K | Hold |
7,145
| – | – | 0.01% | 406 |
|
|
2019
Q3 | $320K | Buy |
7,145
+1,002
| +16% | +$44.9K | 0.01% | 408 |
|
|
2019
Q2 | $254K | Buy |
6,143
+257
| +4% | +$10.6K | 0.01% | 438 |
|
|
2019
Q1 | $226K | Sell |
5,886
-372
| -6% | -$14.3K | 0.01% | 466 |
|
|
2018
Q4 | $208K | Hold |
6,258
| – | – | 0.01% | 426 |
|
|
2018
Q3 | $249K | Hold |
6,258
| – | – | 0.01% | 438 |
|
|
2018
Q2 | $251K | Sell |
6,258
-17
| -0.3% | -$682 | 0.01% | 429 |
|
|
2018
Q1 | $258K | Sell |
6,275
-83
| -1% | -$3.41K | 0.01% | 416 |
|
|
2017
Q4 | $262K | Hold |
6,358
| – | – | 0.01% | 418 |
|
|
2017
Q3 | $253K | Sell |
6,358
-1,356
| -18% | -$54K | 0.01% | 425 |
|
|
2017
Q2 | $276K | Buy |
+7,714
| New | +$276K | 0.01% | 410 |
|
|
2017
Q1 | – | Sell |
-10,822
| Closed | -$416K | – | 514 |
|
|
2016
Q4 | $416K | Buy |
+10,822
| New | +$416K | 0.02% | 350 |
|
|
2016
Q2 | $289K | Buy |
8,802
+1,302
| +17% | +$42.7K | 0.02% | 371 |
|
|
2016
Q1 | $242K | Sell |
7,500
-50
| -0.7% | -$1.61K | 0.02% | 386 |
|
|
2015
Q4 | $236K | Buy |
+7,550
| New | +$236K | 0.02% | 393 |
|
|
2015
Q2 | – | Sell |
-7,882
| Closed | -$243K | – | 464 |
|
|
2015
Q1 | $243K | Buy |
+7,882
| New | +$243K | 0.02% | 404 |
|