HighTower Advisors’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 | $1.24M | Sell |
18,690
-46
| -0.2% | -$3.06K | ﹤0.01% | 1861 |
|
|
2025
Q1 | $1.07M | Buy |
18,736
+51
| +0.3% | +$2.92K | ﹤0.01% | 1915 |
|
|
2024
Q4 | $1.11M | Buy |
18,685
+365
| +2% | +$21.7K | ﹤0.01% | 1883 |
|
|
2024
Q3 | $1.06M | Buy |
18,320
+12
| +0.1% | +$697 | ﹤0.01% | 1903 |
|
|
2024
Q2 | $895K | Sell |
18,308
-1,017
| -5% | -$49.7K | ﹤0.01% | 1910 |
|
|
2024
Q1 | $1.06M | Sell |
19,325
-694
| -3% | -$37.9K | ﹤0.01% | 1768 |
|
|
2023
Q4 | $1.04M | Buy |
20,019
+398
| +2% | +$20.6K | ﹤0.01% | 1813 |
|
|
2023
Q3 | $955K | Sell |
19,621
-299
| -2% | -$14.6K | ﹤0.01% | 1791 |
|
|
2023
Q2 | $1.04M | Buy |
19,920
+1,551
| +8% | +$80.9K | ﹤0.01% | 1729 |
|
|
2023
Q1 | $858K | Buy |
18,369
+258
| +1% | +$12.1K | ﹤0.01% | 1762 |
|
|
2022
Q4 | $846K | Sell |
18,111
-1,823
| -9% | -$85.2K | ﹤0.01% | 1761 |
|
|
2022
Q3 | $794K | Buy |
19,934
+5,734
| +40% | +$228K | ﹤0.01% | 1741 |
|
|
2022
Q2 | $650K | Sell |
14,200
-223
| -2% | -$10.2K | ﹤0.01% | 1876 |
|
|
2022
Q1 | $806K | Sell |
14,423
-25,822
| -64% | -$1.44M | ﹤0.01% | 1873 |
|
|
2021
Q4 | $2.24M | Buy |
40,245
+1,022
| +3% | +$56.9K | ﹤0.01% | 1298 |
|
|
2021
Q3 | $2.01M | Buy |
39,223
+906
| +2% | +$46.3K | 0.01% | 1251 |
|
|
2021
Q2 | $1.96M | Buy |
38,317
+839
| +2% | +$43K | 0.01% | 1231 |
|
|
2021
Q1 | $1.89M | Buy |
37,478
+25,476
| +212% | +$1.28M | 0.01% | 1158 |
|
|
2020
Q4 | $531K | Buy |
12,002
+889
| +8% | +$39.3K | ﹤0.01% | 1601 |
|
|
2020
Q3 | $449K | Sell |
11,113
-596
| -5% | -$24.1K | ﹤0.01% | 1610 |
|
|
2020
Q2 | $432K | Buy |
11,709
+5
| +0% | +$184 | ﹤0.01% | 1523 |
|
|
2020
Q1 | $373K | Sell |
11,704
-155
| -1% | -$4.94K | ﹤0.01% | 1436 |
|
|
2019
Q4 | $541K | Buy |
11,859
+735
| +7% | +$33.5K | ﹤0.01% | 1412 |
|
|
2019
Q3 | $496K | Buy |
11,124
+148
| +1% | +$6.6K | ﹤0.01% | 1521 |
|
|
2019
Q2 | $453K | Buy |
10,976
+1,107
| +11% | +$45.7K | ﹤0.01% | 1558 |
|
|
2019
Q1 | $379K | Buy |
9,869
+2,954
| +43% | +$113K | ﹤0.01% | 1602 |
|
|
2018
Q4 | $229K | Buy |
6,915
+452
| +7% | +$15K | ﹤0.01% | 1751 |
|
|
2018
Q3 | $258K | Sell |
6,463
-1,023
| -14% | -$40.8K | ﹤0.01% | 1803 |
|
|
2018
Q2 | $301K | Hold |
7,486
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q1 | $308K | Buy |
7,486
+2,244
| +43% | +$92.3K | ﹤0.01% | 1652 |
|
|
2017
Q4 | $217K | Buy |
5,242
+41
| +0.8% | +$1.7K | ﹤0.01% | 1863 |
|
|
2017
Q3 | $207K | Sell |
5,201
-1,318
| -20% | -$52.5K | ﹤0.01% | 1882 |
|
|
2017
Q2 | $234K | Buy |
+6,519
| New | +$234K | ﹤0.01% | 1763 |
|