JCIC Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.12M | Sell |
106,846
-1,479
| -1% | -$84.7K | 2.56% | 13 |
|
|
2024
Q4 | $6.43M | Buy |
108,325
+1,979
| +2% | +$117K | 2.61% | 11 |
|
|
2024
Q3 | $6.17M | Buy |
106,346
+4,390
| +4% | +$255K | 2.53% | 14 |
|
|
2024
Q2 | $5M | Buy |
101,956
+88,465
| +656% | +$4.34M | 2.06% | 20 |
|
|
2024
Q1 | $736K | Sell |
13,491
-620
| -4% | -$33.8K | 0.3% | 40 |
|
|
2023
Q4 | $732K | Sell |
14,111
-8,600
| -38% | -$446K | 0.33% | 39 |
|
|
2023
Q3 | $1.11M | Sell |
22,711
-135
| -0.6% | -$6.59K | 0.56% | 37 |
|
|
2023
Q2 | $1.19M | Sell |
22,846
-125
| -0.5% | -$6.52K | 0.54% | 37 |
|
|
2023
Q1 | $1.07M | Buy |
22,971
+30
| +0.1% | +$1.4K | 0.5% | 36 |
|
|
2022
Q4 | $1.06M | Sell |
22,941
-105
| -0.5% | -$4.87K | 0.53% | 36 |
|
|
2022
Q3 | $979K | Buy |
23,046
+455
| +2% | +$19.3K | 0.45% | 38 |
|
|
2022
Q2 | $1.04M | Sell |
22,591
-4,130
| -15% | -$189K | 0.56% | 36 |
|
|
2022
Q1 | $1.49M | Buy |
26,721
+205
| +0.8% | +$11.4K | 0.46% | 43 |
|
|
2021
Q4 | $1.48M | Buy |
26,516
+1,370
| +5% | +$76.3K | 0.44% | 42 |
|
|
2021
Q3 | $1.29M | Sell |
25,146
-14,880
| -37% | -$765K | 0.43% | 44 |
|
|
2021
Q2 | $2.56M | Buy |
40,026
+340
| +0.9% | +$21.7K | 0.66% | 42 |
|
|
2021
Q1 | $2.01M | Buy |
39,686
+2,970
| +8% | +$150K | 0.71% | 41 |
|
|
2020
Q4 | $1.63M | Buy |
36,716
+4,066
| +12% | +$181K | 0.66% | 37 |
|
|
2020
Q3 | $1.33M | Buy |
32,650
+2,910
| +10% | +$119K | 0.62% | 37 |
|
|
2020
Q2 | $1.09M | Buy |
29,740
+3,565
| +14% | +$131K | 0.56% | 36 |
|
|
2020
Q1 | $843K | Sell |
26,175
-4,795
| -15% | -$154K | 0.52% | 36 |
|
|
2019
Q4 | $1.41M | Sell |
30,970
-433
| -1% | -$19.7K | 0.55% | 38 |
|
|
2019
Q3 | $1.41M | Sell |
31,403
-3,980
| -11% | -$178K | 0.62% | 37 |
|
|
2019
Q2 | $1.47M | Buy |
35,383
+1,680
| +5% | +$69.6K | 0.61% | 38 |
|
|
2019
Q1 | $1.3M | Sell |
33,703
-2,390
| -7% | -$91.9K | 0.51% | 41 |
|
|
2018
Q4 | $1.2M | Hold |
36,093
| – | – | 0.53% | 39 |
|
|
2018
Q3 | $1.44M | Buy |
36,093
+319
| +0.9% | +$12.7K | 0.49% | 44 |
|
|
2018
Q2 | $1.44M | Sell |
35,774
-45
| -0.1% | -$1.81K | 0.49% | 46 |
|
|
2018
Q1 | $1.47M | Buy |
35,819
+33,118
| +1,226% | +$1.36M | 0.49% | 47 |
|
|
2017
Q4 | $111K | Sell |
2,701
-750
| -22% | -$30.8K | 0.04% | 53 |
|
|
2017
Q3 | $137K | Buy |
3,451
+625
| +22% | +$24.8K | 0.05% | 50 |
|
|
2017
Q2 | $101K | Buy |
2,826
+475
| +20% | +$17K | 0.03% | 49 |
|
|
2017
Q1 | $86K | Hold |
2,351
| – | – | 0.03% | 48 |
|
|
2016
Q4 | $90K | Hold |
2,351
| – | – | 0.03% | 46 |
|
|
2016
Q3 | $76K | Hold |
2,351
| – | – | 0.02% | 38 |
|
|
2016
Q2 | $77K | Hold |
2,351
| – | – | 0.02% | 38 |
|
|
2016
Q1 | $76K | Hold |
2,351
| – | – | 0.02% | 42 |
|
|
2015
Q4 | $73K | Hold |
2,351
| – | – | 0.02% | 46 |
|
|
2015
Q3 | $76K | Hold |
2,351
| – | – | 0.02% | 46 |
|
|
2015
Q2 | $78K | Hold |
2,351
| – | – | 0.01% | 52 |
|
|
2015
Q1 | $72K | Hold |
2,351
| – | – | 0.01% | 52 |
|
|
2014
Q4 | $85K | Sell |
2,351
-97
| -4% | -$3.51K | 0.02% | 43 |
|
|
2014
Q3 | $89K | Buy |
2,448
+97
| +4% | +$3.53K | 0.02% | 44 |
|
|
2014
Q2 | $86K | Buy |
2,351
+2,115
| +896% | +$77.4K | 0.01% | 47 |
|
|
2014
Q1 | $8K | Buy |
+236
| New | +$8K | ﹤0.01% | 58 |
|
|
2013
Q3 | – | Sell |
-4,080
| Closed | -$121K | – | 69 |
|
|
2013
Q2 | $121K | Buy |
+4,080
| New | +$121K | 0.02% | 47 |
|