Hazlett, Burt & Watson’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 | $25K | Hold |
370
| – | – | 0.01% | 467 |
|
|
2025
Q1 | $22K | Hold |
370
| – | – | 0.01% | 480 |
|
|
2024
Q4 | $22K | Hold |
370
| – | – | 0.01% | 454 |
|
|
2024
Q3 | $22K | Hold |
370
| – | – | 0.01% | 456 |
|
|
2024
Q2 | $18K | Hold |
370
| – | – | 0.01% | 466 |
|
|
2024
Q1 | $20K | Sell |
370
-130
| -26% | -$7.03K | 0.01% | 435 |
|
|
2023
Q4 | $26K | Hold |
500
| – | – | 0.02% | 387 |
|
|
2023
Q3 | $24K | Hold |
500
| – | – | 0.02% | 391 |
|
|
2023
Q2 | $26K | Hold |
500
| – | – | 0.02% | 383 |
|
|
2023
Q1 | $23K | Hold |
500
| – | – | 0.02% | 376 |
|
|
2022
Q4 | $23K | Buy |
500
+100
| +25% | +$4.6K | 0.02% | 367 |
|
|
2022
Q3 | $16K | Buy |
+400
| New | +$16K | 0.02% | 406 |
|