IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114K | Sell |
1,817
-15
| -0.8% | -$959 | ﹤0.01% | 1768 |
|
|
2025
Q4 | $114K | Hold |
1,832
| – | – | ﹤0.01% | 1714 |
|
|
2025
Q3 | $110K | Sell |
1,832
-189
| -9% | -$11.4K | ﹤0.01% | 1623 |
|
|
2025
Q2 | $134K | Sell |
2,021
-66
| -3% | -$4.05K | ﹤0.01% | 1475 |
|
|
2025
Q1 | $120K | Hold |
2,087
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q4 | $124K | Buy |
2,087
+136
| +7% | +$8.03K | ﹤0.01% | 1357 |
|
|
2024
Q3 | $113K | Buy |
1,951
+1,691
| +650% | +$88.4K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $12.7K | Buy |
260
+21
| +9% | +$1.07K | ﹤0.01% | 2263 |
|
|
2024
Q1 | $13K | Sell |
239
-475
| -67% | -$25.1K | ﹤0.01% | 2148 |
|
|
2023
Q4 | $37K | Buy |
714
+414
| +138% | +$20.4K | ﹤0.01% | 1665 |
|
|
2023
Q3 | $14.6K | Sell |
300
-378
| -56% | -$18.9K | ﹤0.01% | 2096 |
|
|
2023
Q2 | $35.3K | Buy |
678
+424
| +167% | +$20.8K | ﹤0.01% | 1761 |
|
|
2023
Q1 | $10.5K | Sell |
254
-2,346
| -90% | -$113K | ﹤0.01% | 2263 |
|
|
2022
Q4 | $108K | Sell |
2,600
-559
| -18% | -$24.7K | ﹤0.01% | 1706 |
|
|
2022
Q3 | $131K | Buy |
3,159
+48
| +2% | +$2.15K | ﹤0.01% | 1672 |
|
|
2022
Q2 | $129K | Hold |
3,111
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q1 | $129K | Buy |
3,111
+3,103
| +38,788% | +$171K | ﹤0.01% | 1533 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$442 | ﹤0.01% | 3112 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4472 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4233 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4134 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3943 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3804 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3629 |
|
|
2020
Q1 | – | Sell |
-1,970
| Closed | -$84.4K | – | 3575 |
|
|
2019
Q4 | $90K | Sell |
1,970
-630
| -24% | -$28.3K | 0.01% | 1003 |
|
|
2019
Q3 | $116K | Buy |
+2,600
| New | +$109K | 0.01% | 995 |
|
|
2019
Q1 | $3K | Sell |
75
-2,775
| -97% | -$102K | ﹤0.01% | 2029 |
|
|
2018
Q4 | $93K | Buy |
2,850
+57
| +2% | +$2.06K | 0.01% | 1239 |
|
|
2018
Q3 | $111K | Sell |
2,793
-64
| -2% | -$2.56K | ﹤0.01% | 1414 |
|
|
2018
Q2 | $115K | Buy |
2,857
+76
| +3% | +$3.15K | ﹤0.01% | 1395 |
|
|
2018
Q1 | $115K | Hold |
2,781
| – | – | 0.01% | 1302 |
|
|
2017
Q4 | $115K | Sell |
2,781
-7,182
| -72% | -$286K | 0.01% | 1311 |
|
|
2017
Q3 | $397K | Sell |
9,963
-76
| -0.8% | -$2.9K | 0.02% | 782 |
|
|
2017
Q2 | $359K | Sell |
10,039
-3,624
| -27% | -$125K | 0.02% | 819 |
|
|
2017
Q1 | $499K | Hold |
13,663
| – | – | 0.02% | 682 |
|
|
2016
Q4 | $525K | Sell |
13,663
-293
| -2% | -$10.6K | 0.03% | 599 |
|
|
2016
Q3 | $454K | Buy |
13,956
+3,000
| +27% | +$96.5K | 0.02% | 600 |
|
|
2016
Q2 | $360K | Buy |
10,956
+10,881
| +14,508% | +$365K | 0.02% | 685 |
|
|
2016
Q1 | $3K | Sell |
75
-12,608
| -99% | -$370K | ﹤0.01% | 2025 |
|
|
2015
Q4 | $396K | Buy |
+12,683
| New | +$418K | 0.03% | 555 |
|
Other funds holding SLF
VCM
