Global Retirement Partners’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 | $36.6K | Buy |
+551
| New | +$36.6K | ﹤0.01% | 1947 |
|
|
2024
Q4 | $23.2K | Buy |
391
+1
| +0.3% | +$59 | ﹤0.01% | 2010 |
|
|
2024
Q3 | $22.6K | Sell |
390
-2
| -0.5% | -$116 | ﹤0.01% | 1928 |
|
|
2024
Q2 | $19.2K | Sell |
392
-3,529
| -90% | -$173K | ﹤0.01% | 2003 |
|
|
2024
Q1 | $214K | Buy |
3,921
+3,532
| +908% | +$193K | 0.01% | 770 |
|
|
2023
Q4 | $19.7K | Buy |
389
+2
| +0.5% | +$101 | ﹤0.01% | 1768 |
|
|
2023
Q3 | $18.3K | Buy |
387
+1
| +0.3% | +$47 | ﹤0.01% | 1687 |
|
|
2023
Q2 | $20.1K | Buy |
386
+2
| +0.5% | +$104 | ﹤0.01% | 1666 |
|
|
2023
Q1 | $18.5K | Buy |
384
+4
| +1% | +$192 | ﹤0.01% | 1667 |
|
|
2022
Q4 | $17.6K | Buy |
380
+2
| +0.5% | +$93 | ﹤0.01% | 1532 |
|
|
2022
Q3 | $16K | Sell |
378
-92
| -20% | -$3.89K | ﹤0.01% | 1491 |
|
|
2022
Q2 | $22K | Sell |
470
-250
| -35% | -$11.7K | ﹤0.01% | 1323 |
|
|
2022
Q1 | $35K | Buy |
+720
| New | +$35K | ﹤0.01% | 1144 |
|
|
2021
Q4 | – | Sell |
-373
| Closed | -$19K | – | 1542 |
|
|
2021
Q3 | $19K | Buy |
373
+1
| +0.3% | +$51 | ﹤0.01% | 1227 |
|
|
2021
Q2 | $19K | Hold |
372
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q1 | $19K | Buy |
372
+1
| +0.3% | +$51 | ﹤0.01% | 1127 |
|
|
2020
Q4 | $16K | Sell |
371
-86
| -19% | -$3.71K | ﹤0.01% | 1117 |
|
|
2020
Q3 | $19K | Buy |
457
+1
| +0.2% | +$42 | ﹤0.01% | 952 |
|
|
2020
Q2 | $17K | Buy |
456
+1
| +0.2% | +$37 | ﹤0.01% | 959 |
|
|
2020
Q1 | $15K | Buy |
455
+1
| +0.2% | +$33 | ﹤0.01% | 894 |
|
|
2019
Q4 | $21K | Buy |
454
+1
| +0.2% | +$46 | ﹤0.01% | 922 |
|
|
2019
Q3 | $20K | Sell |
453
-80
| -15% | -$3.53K | ﹤0.01% | 904 |
|
|
2019
Q2 | $22K | Buy |
533
+1
| +0.2% | +$41 | ﹤0.01% | 865 |
|
|
2019
Q1 | $20K | Sell |
532
-208
| -28% | -$7.82K | ﹤0.01% | 829 |
|
|
2018
Q4 | $25K | Buy |
740
+1
| +0.1% | +$34 | 0.01% | 687 |
|
|
2018
Q3 | $29K | Buy |
739
+3
| +0.4% | +$118 | 0.01% | 708 |
|
|
2018
Q2 | $30K | Buy |
736
+3
| +0.4% | +$122 | 0.01% | 679 |
|
|
2018
Q1 | $30K | Hold |
733
| – | – | 0.01% | 657 |
|
|
2017
Q4 | $30K | Hold |
733
| – | – | 0.01% | 631 |
|
|
2017
Q3 | $29K | Buy |
733
+316
| +76% | +$12.5K | 0.01% | 552 |
|
|
2017
Q2 | $15K | Hold |
417
| – | – | 0.01% | 679 |
|
|
2017
Q1 | $15K | Hold |
417
| – | – | 0.01% | 635 |
|
|
2016
Q4 | $16K | Buy |
+417
| New | +$16K | 0.01% | 572 |
|