Kestra Advisory Services’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 | $1.35M | Buy |
20,257
+933
| +5% | +$62K | 0.01% | 1304 |
|
|
2025
Q1 | $1.11M | Sell |
19,324
-280
| -1% | -$16K | 0.01% | 1336 |
|
|
2024
Q4 | $1.16M | Buy |
19,604
+3,211
| +20% | +$191K | 0.01% | 1319 |
|
|
2024
Q3 | $951K | Sell |
16,393
-1,493
| -8% | -$86.6K | 0.01% | 1353 |
|
|
2024
Q2 | $804K | Buy |
17,886
+1,179
| +7% | +$53K | ﹤0.01% | 1461 |
|
|
2024
Q1 | $912K | Buy |
16,707
+3,007
| +22% | +$164K | 0.01% | 1296 |
|
|
2023
Q4 | $710K | Buy |
13,700
+581
| +4% | +$30.1K | 0.01% | 1313 |
|
|
2023
Q3 | $640K | Buy |
13,119
+1,346
| +11% | +$65.7K | 0.01% | 1227 |
|
|
2023
Q2 | $614K | Buy |
11,773
+540
| +5% | +$28.1K | 0.01% | 1224 |
|
|
2023
Q1 | $525K | Buy |
11,233
+101
| +0.9% | +$4.72K | 0.01% | 1253 |
|
|
2022
Q4 | $517K | Sell |
11,132
-827
| -7% | -$38.4K | ﹤0.01% | 1387 |
|
|
2022
Q3 | $475K | Buy |
11,959
+1,423
| +14% | +$56.5K | 0.01% | 1349 |
|
|
2022
Q2 | $483K | Buy |
10,536
+265
| +3% | +$12.1K | 0.01% | 1349 |
|
|
2022
Q1 | $573K | Sell |
10,271
-271
| -3% | -$15.1K | 0.01% | 1214 |
|
|
2021
Q4 | $587K | Sell |
10,542
-241
| -2% | -$13.4K | 0.01% | 1233 |
|
|
2021
Q3 | $555K | Buy |
10,783
+136
| +1% | +$7K | 0.01% | 1333 |
|
|
2021
Q2 | $549K | Buy |
10,647
+2,951
| +38% | +$152K | 0.01% | 1241 |
|
|
2021
Q1 | $389K | Sell |
7,696
-1,911
| -20% | -$96.6K | ﹤0.01% | 1317 |
|
|
2020
Q4 | $424K | Buy |
9,607
+9,466
| +6,713% | +$418K | ﹤0.01% | 1300 |
|
|
2020
Q3 | $368K | Buy |
+141
| New | +$368K | 0.01% | 1013 |
|