Janney Montgomery Scott’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 | $706K | Hold |
10,628
| – | – | ﹤0.01% | 1797 |
|
|
2025
Q1 | $609K | Buy |
10,628
+3,006
| +39% | +$172K | ﹤0.01% | 1856 |
|
|
2024
Q4 | $452K | Buy |
7,622
+893
| +13% | +$53K | ﹤0.01% | 2057 |
|
|
2024
Q3 | $390K | Buy |
6,729
+171
| +3% | +$9.91K | ﹤0.01% | 2130 |
|
|
2024
Q2 | $321K | Buy |
6,558
+2
| +0% | +$98 | ﹤0.01% | 2174 |
|
|
2024
Q1 | $358K | Sell |
6,556
-1,060
| -14% | -$57.9K | ﹤0.01% | 2221 |
|
|
2023
Q4 | $395K | Sell |
7,616
-6,820
| -47% | -$354K | ﹤0.01% | 2062 |
|
|
2023
Q3 | $704K | Buy |
14,436
+1,531
| +12% | +$74.7K | ﹤0.01% | 1546 |
|
|
2023
Q2 | $673K | Sell |
12,905
-566
| -4% | -$29.5K | ﹤0.01% | 1650 |
|
|
2023
Q1 | $629K | Buy |
13,471
+7,993
| +146% | +$373K | ﹤0.01% | 1583 |
|
|
2022
Q4 | $254K | Sell |
5,478
-9,363
| -63% | -$434K | ﹤0.01% | 2234 |
|
|
2022
Q3 | $590K | Sell |
14,841
-776
| -5% | -$30.9K | ﹤0.01% | 1591 |
|
|
2022
Q2 | $721K | Sell |
15,617
-1,256
| -7% | -$58K | ﹤0.01% | 1410 |
|
|
2022
Q1 | $942K | Sell |
16,873
-491
| -3% | -$27.4K | ﹤0.01% | 1279 |
|
|
2021
Q4 | $967K | Buy |
17,364
+1,822
| +12% | +$101K | ﹤0.01% | 1356 |
|
|
2021
Q3 | $800K | Buy |
15,542
+5,687
| +58% | +$293K | ﹤0.01% | 1396 |
|
|
2021
Q2 | $508K | Buy |
9,855
+1
| +0% | +$52 | ﹤0.01% | 1627 |
|
|
2021
Q1 | $498K | Buy |
9,854
+1
| +0% | +$51 | ﹤0.01% | 1561 |
|
|
2020
Q4 | $438K | Sell |
9,853
-99
| -1% | -$4.4K | ﹤0.01% | 1656 |
|
|
2020
Q3 | $405K | Buy |
9,952
+1,762
| +22% | +$71.7K | ﹤0.01% | 1535 |
|
|
2020
Q2 | $301K | Sell |
8,190
-140
| -2% | -$5.15K | ﹤0.01% | 1630 |
|
|
2020
Q1 | $267K | Sell |
8,330
-176
| -2% | -$5.64K | ﹤0.01% | 1544 |
|
|
2019
Q4 | $388K | Buy |
8,506
+158
| +2% | +$7.21K | ﹤0.01% | 1569 |
|
|
2019
Q3 | $374K | Buy |
8,348
+1
| +0% | +$45 | ﹤0.01% | 1557 |
|
|
2019
Q2 | $345K | Sell |
8,347
-2,623
| -24% | -$108K | ﹤0.01% | 1627 |
|
|
2019
Q1 | $421K | Buy |
10,970
+3,601
| +49% | +$138K | ﹤0.01% | 1486 |
|
|
2018
Q4 | $245K | Sell |
7,369
-283
| -4% | -$9.41K | ﹤0.01% | 1666 |
|
|
2018
Q3 | $304K | Buy |
7,652
+159
| +2% | +$6.32K | ﹤0.01% | 1707 |
|
|
2018
Q2 | $301K | Buy |
7,493
+163
| +2% | +$6.55K | ﹤0.01% | 1646 |
|
|
2018
Q1 | $301K | Sell |
7,330
-1,274
| -15% | -$52.3K | ﹤0.01% | 1595 |
|
|
2017
Q4 | $355K | Buy |
8,604
+1,326
| +18% | +$54.7K | ﹤0.01% | 1497 |
|
|
2017
Q3 | $290K | Buy |
7,278
+1,152
| +19% | +$45.9K | ﹤0.01% | 1519 |
|
|
2017
Q2 | $219K | Buy |
6,126
+450
| +8% | +$16.1K | ﹤0.01% | 1585 |
|
|
2017
Q1 | $207K | Hold |
5,676
| – | – | ﹤0.01% | 1603 |
|
|
2016
Q4 | $218K | Sell |
5,676
-3,957
| -41% | -$152K | ﹤0.01% | 1499 |
|
|
2016
Q3 | $313K | Sell |
9,633
-9,205
| -49% | -$299K | 0.01% | 1171 |
|
|
2016
Q2 | $618K | Buy |
18,838
+8,297
| +79% | +$272K | 0.01% | 488 |
|
|
2016
Q1 | $340K | Buy |
10,541
+35
| +0.3% | +$1.13K | 0.01% | 914 |
|
|
2015
Q4 | $328K | Sell |
10,506
-806
| -7% | -$25.2K | 0.01% | 1009 |
|
|
2015
Q3 | $365K | Sell |
11,312
-4,181
| -27% | -$135K | 0.01% | 970 |
|
|
2015
Q2 | $517K | Sell |
15,493
-4,324
| -22% | -$144K | 0.01% | 1153 |
|
|
2015
Q1 | $611K | Sell |
19,817
-179
| -0.9% | -$5.52K | 0.01% | 1215 |
|
|
2014
Q4 | $721K | Buy |
19,996
+918
| +5% | +$33.1K | 0.01% | 1043 |
|
|
2014
Q3 | $692K | Buy |
19,078
+1,506
| +9% | +$54.6K | 0.01% | 1051 |
|
|
2014
Q2 | $645K | Sell |
17,572
-20
| -0.1% | -$734 | 0.01% | 1074 |
|
|
2014
Q1 | $609K | Buy |
17,592
+290
| +2% | +$10K | 0.01% | 1001 |
|
|
2013
Q4 | $611K | Buy |
17,302
+2,704
| +19% | +$95.5K | 0.02% | 957 |
|
|
2013
Q3 | $467K | Buy |
+14,598
| New | +$467K | 0.01% | 1043 |
|