HM Payson & Co’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
Q1 | $9.74K | Hold |
170
| – | – | ﹤0.01% | 859 |
|
|
2024
Q4 | $10.1K | Sell |
170
-572
| -77% | -$33.9K | ﹤0.01% | 841 |
|
|
2024
Q3 | $43.1K | Hold |
742
| – | – | ﹤0.01% | 654 |
|
|
2024
Q2 | $36.4K | Hold |
742
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $40.5K | Hold |
742
| – | – | ﹤0.01% | 634 |
|
|
2023
Q4 | $38.5K | Hold |
742
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $36.2K | Hold |
742
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $38.7K | Sell |
742
-1,748
| -70% | -$91.1K | ﹤0.01% | 631 |
|
|
2023
Q1 | $116K | Sell |
2,490
-18
| -0.7% | -$841 | ﹤0.01% | 450 |
|
|
2022
Q4 | $116K | Buy |
2,508
+1,766
| +238% | +$82K | ﹤0.01% | 441 |
|
|
2022
Q3 | $30K | Hold |
742
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $34K | Hold |
742
| – | – | ﹤0.01% | 640 |
|
|
2022
Q1 | $41K | Hold |
742
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $41K | Hold |
742
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $38K | Hold |
742
| – | – | ﹤0.01% | 637 |
|
|
2021
Q2 | $38K | Hold |
742
| – | – | ﹤0.01% | 637 |
|
|
2021
Q1 | $38K | Hold |
742
| – | – | ﹤0.01% | 654 |
|
|
2020
Q4 | $33K | Hold |
742
| – | – | ﹤0.01% | 691 |
|
|
2020
Q3 | $30K | Hold |
742
| – | – | ﹤0.01% | 660 |
|
|
2020
Q2 | $27K | Hold |
742
| – | – | ﹤0.01% | 622 |
|
|
2020
Q1 | $24K | Hold |
742
| – | – | ﹤0.01% | 611 |
|
|
2019
Q4 | $34K | Hold |
742
| – | – | ﹤0.01% | 642 |
|
|
2019
Q3 | $33K | Hold |
742
| – | – | ﹤0.01% | 656 |
|
|
2019
Q2 | $31K | Buy |
+742
| New | +$31K | ﹤0.01% | 675 |
|