FAM
Flaharty Asset Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
3,188
-423
| -12% | -$28.1K | 0.04% | 83 |
|
|
2025
Q1 | $207K | Hold |
3,611
| – | – | 0.03% | 115 |
|
|
2024
Q4 | $214K | Hold |
3,611
| – | – | 0.03% | 122 |
|
|
2024
Q3 | $210K | Buy |
+3,611
| New | +$210K | 0.03% | 112 |
|
|
2023
Q4 | – | Sell |
-4,411
| Closed | -$215K | – | 384 |
|
|
2023
Q3 | $215K | Hold |
4,411
| – | – | 0.04% | 102 |
|
|
2023
Q2 | $230K | Hold |
4,411
| – | – | 0.04% | 102 |
|
|
2023
Q1 | $206K | Hold |
4,411
| – | – | 0.04% | 110 |
|
|
2022
Q4 | $205K | Buy |
+4,411
| New | +$205K | 0.04% | 113 |
|
|
2022
Q3 | – | Sell |
-4,411
| Closed | -$202K | – | 125 |
|
|
2022
Q2 | $202K | Hold |
4,411
| – | – | 0.04% | 118 |
|
|
2022
Q1 | $246K | Hold |
4,411
| – | – | 0.05% | 105 |
|
|
2021
Q4 | $246K | Hold |
4,411
| – | – | 0.05% | 114 |
|
|
2021
Q3 | $227K | Hold |
4,411
| – | – | 0.05% | 120 |
|
|
2021
Q2 | $227K | Hold |
4,411
| – | – | 0.05% | 110 |
|
|
2021
Q1 | $223K | Buy |
+4,411
| New | +$223K | 0.05% | 104 |
|
|
2020
Q1 | – | Sell |
-4,411
| Closed | -$201K | – | 73 |
|
|
2019
Q4 | $201K | Buy |
+4,411
| New | +$201K | 0.07% | 72 |
|