Independent Financial Group’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Independent Financial Group’s Portfolio SUNS Stock Details SUNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-21,467	Closed	-$304K	–	845
2022 Q1	$304K	Buy	21,467 +73	+0.3%	+$1.02K	0.02%	591
2021 Q4	$299K	Sell	21,394 -2,895	-12%	-$43.9K	0.02%	592
2021 Q3	$376K	Sell	24,289 -27,438	-53%	-$429K	0.04%	450
2021 Q2	$786K	Buy	51,727 +17,563	+51%	+$273K	0.08%	270
2021 Q1	$502K	Sell	34,164 -472	-1%	-$7.08K	0.07%	332
2020 Q4	$501K	Buy	34,636 +213	+0.6%	+$2.96K	0.07%	307
2020 Q3	$434K	Buy	34,423 +4,865	+16%	+$63.4K	0.08%	272
2020 Q2	$379K	Buy	29,558 +4,901	+20%	+$60.6K	0.08%	266
2020 Q1	$239K	Buy	+24,657	New	+$392K	0.07%	293

Other funds holding SUNS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Independent Financial Group's SUNS Position: Q2 2022 in Review

Independent Financial Group sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q2 2022, closing a stake of 21,467 shares — an estimated $304K sold.

Independent Financial Group first reported a position in SUNS in Q1 2020 and held it in 9 quarters. The position peaked at $786K in Q2 2021. 1 fund tracked by Wall St. Rank holds SUNS as of Q2 2022.

Independent Financial Group reported no remaining SLR Senior Investment Corp. Common Stock position as of Q2 2022 after selling out during the quarter.
Independent Financial Group sold 21,467 SLR Senior Investment Corp. Common Stock shares in Q2 2022, an estimated $304K.
Independent Financial Group first reported a position in SLR Senior Investment Corp. Common Stock in Q1 2020 and held it in 9 quarters.
Independent Financial Group's SLR Senior Investment Corp. Common Stock position peaked at $786K in Q2 2021.
1 fund tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.