Guardian Capital Advisors (Canada)’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.72M | Buy |
167,755
+349
| +0.2% | +$18.2K | 0.96% | 40 |
|
|
2024
Q2 | $8.31M | Sell |
167,406
-8,699
| -5% | -$441K | 0.88% | 43 |
|
|
2024
Q1 | $8.96M | Sell |
176,105
-3,033
| -2% | -$160K | 0.97% | 34 |
|
|
2023
Q4 | $9.34M | Sell |
179,138
-2,219
| -1% | -$109K | 0.97% | 33 |
|
|
2023
Q3 | $9.07M | Sell |
181,357
-171
| -0.1% | -$8.57K | 1.01% | 34 |
|
|
2023
Q2 | $8.97M | Buy |
181,528
+157
| +0.1% | +$7.71K | 1.02% | 33 |
|
|
2023
Q1 | $8.58M | Sell |
181,371
-5,880
| -3% | -$283K | 0.99% | 36 |
|
|
2022
Q4 | $8.94M | Sell |
187,251
-298
| -0.2% | -$13.2K | 1.01% | 32 |
|
|
2022
Q3 | $7.37M | Sell |
187,549
-5,941
| -3% | -$266K | 0.92% | 33 |
|
|
2022
Q2 | $8.49M | Sell |
193,490
-9,895
| -5% | -$493K | 0.97% | 32 |
|
|
2022
Q1 | $11.4M | Sell |
203,385
-3,930
| -2% | -$216K | 1.11% | 31 |
|
|
2021
Q4 | $11.7M | Buy |
207,315
+193
| +0.1% | +$10.7K | 1.13% | 25 |
|
|
2021
Q3 | $10.9M | Sell |
207,122
-1,229
| -0.6% | -$63.2K | 1.13% | 26 |
|
|
2021
Q2 | $10.8M | Sell |
208,351
-7,650
| -4% | -$404K | 1.1% | 28 |
|
|
2021
Q1 | $11M | Buy |
216,001
+2,208
| +1% | +$108K | 1.26% | 23 |
|
|
2020
Q4 | $9.51M | Sell |
213,793
-13,822
| -6% | -$599K | 1.28% | 24 |
|
|
2020
Q3 | $9.3M | Sell |
227,615
-1,975
| -0.9% | -$79.9K | 1.43% | 22 |
|
|
2020
Q2 | $8.47M | Sell |
229,590
-1,615
| -0.7% | -$55.5K | 1.64% | 15 |
|
|
2020
Q1 | $7.03M | Sell |
231,205
-6,049
| -3% | -$259K | 1.69% | 16 |
|
|
2019
Q4 | $14.8M | Sell |
237,254
-4,367
| -2% | -$196K | 1.86% | 14 |
|
|
2019
Q3 | $13.9M | Buy |
241,621
+267
| +0.1% | +$11.2K | 1.86% | 12 |
|
|
2019
Q2 | $13.2M | Sell |
241,354
-864
| -0.4% | -$34.7K | 1.74% | 13 |
|
|
2019
Q1 | $13.3M | Sell |
242,218
-1,006
| -0.4% | -$36.9K | 1.77% | 13 |
|
|
2018
Q4 | $11.4M | Sell |
243,224
-11,142
| -4% | -$403K | 1.66% | 17 |
|
|
2018
Q3 | $12.9M | Sell |
254,366
-5,391
| -2% | -$216K | 1.76% | 14 |
|
|
2018
Q2 | $13.9M | Sell |
259,757
-932
| -0.4% | -$38.6K | 1.86% | 11 |
|
|
2018
Q1 | $13.3M | Sell |
260,689
-2,995
| -1% | -$126K | 1.86% | 10 |
|
|
2017
Q4 | $14.5M | Buy |
263,684
+231
| +0.1% | +$9.21K | 1.9% | 9 |
|
|
2017
Q3 | $13.2M | Sell |
263,453
-309
| -0.1% | -$11.8K | 1.81% | 9 |
|
|
2017
Q2 | $12.4M | Buy |
263,762
+4,674
| +2% | +$161K | 1.78% | 10 |
|
|
2017
Q1 | $12.4M | Sell |
259,088
-765
| -0.3% | -$29.1K | 1.76% | 11 |
|
|
2016
Q4 | $13.6M | Buy |
259,853
+496
| +0.2% | +$18K | 1.95% | 9 |
|
|
2016
Q3 | $8.58M | Buy |
259,357
+3,021
| +1% | +$97.2K | 1.54% | 15 |
|
|
2016
Q2 | $8.02M | Sell |
256,336
-1,075
| -0.4% | -$36K | 1.5% | 20 |
|
|
2016
Q1 | $8.42M | Buy |
257,411
+3,571
| +1% | +$105K | 1.56% | 15 |
|
|
2015
Q4 | $7.65M | Buy |
253,840
+9,742
| +4% | +$321K | 1.59% | 15 |
|
|
2015
Q3 | $7.95M | Sell |
244,098
-36
| -0% | -$1.17K | 1.64% | 14 |
|
|
2015
Q2 | $8.28M | Buy |
244,134
+11,241
| +5% | +$371K | 1.55% | 15 |
|
|
2015
Q1 | $9.11M | Buy |
232,893
+6,636
| +3% | +$212K | 1.37% | 19 |
|
|
2014
Q4 | $8.61M | Buy |
226,257
+1,380
| +0.6% | +$49.4K | 1.4% | 19 |
|
|
2014
Q3 | $9.04M | Sell |
224,877
-1,699
| -0.7% | -$63.8K | 1.5% | 15 |
|
|
2014
Q2 | $8.47M | Sell |
226,576
-7,686
| -3% | -$265K | 1.48% | 15 |
|
|
2014
Q1 | $8.03M | Sell |
234,262
-225
| -0.1% | -$7.75K | 1.53% | 14 |
|
|
2013
Q4 | $8.42M | Buy |
234,487
+695
| +0.3% | +$23.7K | 1.65% | 10 |
|
|
2013
Q3 | $7.47M | Buy |
233,792
+250
| +0.1% | +$7.95K | 1.59% | 10 |
|
|
2013
Q2 | $6.97M | Buy |
+233,542
| New | +$6.65M | 1.97% | 8 |
|
Other funds holding SLF
FDCDDQ
BGC
