Jacobi Capital Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-465
| Closed | -$19K | – | 1363 |
|
|
2020
Q3 | $19K | Buy |
465
+4
| +0.9% | +$163 | ﹤0.01% | 687 |
|
|
2020
Q2 | $17K | Buy |
461
+4
| +0.9% | +$148 | ﹤0.01% | 679 |
|
|
2020
Q1 | $15K | Buy |
457
+5
| +1% | +$164 | ﹤0.01% | 636 |
|
|
2019
Q4 | $21K | Buy |
452
+4
| +0.9% | +$186 | ﹤0.01% | 619 |
|
|
2019
Q3 | $20K | Buy |
448
+3
| +0.7% | +$134 | ﹤0.01% | 610 |
|
|
2019
Q2 | $18K | Buy |
445
+4
| +0.9% | +$162 | ﹤0.01% | 639 |
|
|
2019
Q1 | $17K | Buy |
441
+3
| +0.7% | +$116 | ﹤0.01% | 620 |
|
|
2018
Q4 | $15K | Buy |
438
+4
| +0.9% | +$137 | ﹤0.01% | 596 |
|
|
2018
Q3 | $17K | Buy |
434
+4
| +0.9% | +$157 | ﹤0.01% | 612 |
|
|
2018
Q2 | $17K | Buy |
+430
| New | +$17K | ﹤0.01% | 618 |
|