Heathbridge Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,000
| Closed | -$229K | – | 29 |
|
|
2025
Q1 | $229K | Hold |
4,000
| – | – | 0.09% | 26 |
|
|
2024
Q4 | $237K | Sell |
4,000
-200
| -5% | -$11.8K | 0.09% | 27 |
|
|
2024
Q3 | $244K | Buy |
+4,200
| New | +$220K | 0.09% | 25 |
|
|
2024
Q2 | – | Sell |
-3,800
| Closed | -$207K | – | 30 |
|
|
2024
Q1 | $207K | Buy |
+3,800
| New | +$201K | 0.08% | 28 |
|
|
2023
Q2 | – | Sell |
-6,000
| Closed | -$280K | – | 32 |
|
|
2023
Q1 | $280K | Hold |
6,000
| – | – | 0.12% | 25 |
|
|
2022
Q4 | $278K | Hold |
6,000
| – | – | 0.11% | 24 |
|
|
2022
Q3 | $239K | Sell |
6,000
-400
| -6% | -$17.9K | 0.11% | 22 |
|
|
2022
Q2 | $293K | Hold |
6,400
| – | – | 0.12% | 19 |
|
|
2022
Q1 | $357K | Hold |
6,400
| – | – | 0.11% | 20 |
|
|
2021
Q4 | $356K | Hold |
6,400
| – | – | 0.1% | 21 |
|
|
2021
Q3 | $329K | Hold |
6,400
| – | – | 0.1% | 20 |
|
|
2021
Q2 | $330K | Hold |
6,400
| – | – | 0.09% | 21 |
|
|
2021
Q1 | $323K | Hold |
6,400
| – | – | 0.09% | 19 |
|
|
2020
Q4 | $285K | Hold |
6,400
| – | – | 0.1% | 18 |
|
|
2020
Q3 | $261K | Hold |
6,400
| – | – | 0.1% | 19 |
|
|
2020
Q2 | $234K | Hold |
6,400
| – | – | 0.08% | 21 |
|
|
2020
Q1 | $205K | Hold |
6,400
| – | – | 0.05% | 24 |
|
|
2019
Q4 | $291K | Hold |
6,400
| – | – | 0.06% | 24 |
|
|
2019
Q3 | $287K | Hold |
6,400
| – | – | 0.06% | 23 |
|
|
2019
Q2 | $265K | Hold |
6,400
| – | – | 0.05% | 24 |
|
|
2019
Q1 | $246K | Hold |
6,400
| – | – | 0.05% | 23 |
|
|
2018
Q4 | $213K | Buy |
6,400
+400
| +7% | +$14.5K | 0.05% | 23 |
|
|
2018
Q3 | $238K | Hold |
6,000
| – | – | 0.05% | 24 |
|
|
2018
Q2 | $241K | Sell |
6,000
-700
| -10% | -$29K | 0.05% | 24 |
|
|
2018
Q1 | $274K | Hold |
6,700
| – | – | 0.06% | 25 |
|
|
2017
Q4 | $272K | Hold |
6,700
| – | – | 0.05% | 26 |
|
|
2017
Q3 | $271K | Hold |
6,700
| – | – | 0.05% | 28 |
|
|
2017
Q2 | $240K | Hold |
6,700
| – | – | 0.05% | 29 |
|
|
2017
Q1 | $244K | Hold |
6,700
| – | – | 0.06% | 25 |
|
|
2016
Q4 | $257K | Hold |
6,700
| – | – | 0.06% | 27 |
|
|
2016
Q3 | $218K | Hold |
6,700
| – | – | 0.06% | 26 |
|
|
2016
Q2 | $210K | Hold |
6,700
| – | – | 0.06% | 25 |
|
|
2016
Q1 | $216K | Hold |
6,700
| – | – | 0.06% | 26 |
|
|
2015
Q4 | $223K | Hold |
6,700
| – | – | 0.06% | 24 |
|
|
2015
Q3 | $288K | Hold |
6,700
| – | – | 0.06% | 25 |
|
|
2015
Q2 | $223K | Hold |
6,700
| – | – | 0.06% | 24 |
|
|
2015
Q1 | $207K | Buy |
+6,700
| New | +$214K | 0.05% | 25 |
|
|
2014
Q4 | – | Sell |
-7,175
| Closed | -$260K | – | 26 |
|
|
2014
Q3 | $260K | Buy |
+7,175
| New | +$270K | 0.07% | 24 |
|
Other funds holding SLF
FDCDDQ
Heathbridge Capital Management's SLF Position: Q2 2025 in Review
Heathbridge Capital Management sold out of Sun Life Financial (SLF) in Q2 2025, closing a stake of 4,000 shares — an estimated $229K sold.
Heathbridge Capital Management first reported a position in SLF in Q3 2014 and held it in 38 quarters. The position peaked at $357K in Q1 2022. 448 funds tracked by Wall St. Rank hold SLF as of Q2 2025.
- Heathbridge Capital Management reported no remaining Sun Life Financial position as of Q2 2025 after selling out during the quarter.
- Heathbridge Capital Management sold 4,000 Sun Life Financial shares in Q2 2025, an estimated $229K.
- Heathbridge Capital Management first reported a position in Sun Life Financial in Q3 2014 and held it in 38 quarters.
- Heathbridge Capital Management's Sun Life Financial position peaked at $357K in Q1 2022.
- 448 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2025.
Based on Heathbridge Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.