Laird Norton Wetherby Wealth Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
+20,700
| New | +$1.38M | 0.06% | 290 |
|
|
2024
Q4 | $1.23M | Sell |
20,667
-1,302
| -6% | -$77.3K | 0.06% | 292 |
|
|
2024
Q3 | $1.27M | Sell |
21,969
-344
| -2% | -$20K | 0.06% | 297 |
|
|
2024
Q2 | $1.09M | Sell |
22,313
-2,738
| -11% | -$134K | 0.05% | 328 |
|
|
2024
Q1 | $1.37M | Sell |
25,051
-853
| -3% | -$46.6K | 0.07% | 288 |
|
|
2023
Q4 | $1.34M | Sell |
25,904
-172
| -0.7% | -$8.92K | 0.07% | 281 |
|
|
2023
Q3 | $1.27M | Sell |
26,076
-786
| -3% | -$38.4K | 0.07% | 281 |
|
|
2023
Q2 | $1.4M | Buy |
26,862
+928
| +4% | +$48.4K | 0.08% | 270 |
|
|
2023
Q1 | $1.21M | Sell |
25,934
-517
| -2% | -$24.1K | 0.07% | 290 |
|
|
2022
Q4 | $1.23M | Buy |
26,451
+3,727
| +16% | +$173K | 0.08% | 282 |
|
|
2022
Q3 | $904K | Sell |
22,724
-2,140
| -9% | -$85.1K | 0.06% | 317 |
|
|
2022
Q2 | $1.14M | Buy |
24,864
+1,983
| +9% | +$90.8K | 0.08% | 268 |
|
|
2022
Q1 | $1.28M | Sell |
22,881
-252
| -1% | -$14.1K | 0.07% | 260 |
|
|
2021
Q4 | $1.29M | Buy |
23,133
+911
| +4% | +$50.7K | 0.07% | 254 |
|
|
2021
Q3 | $1.14M | Buy |
22,222
+106
| +0.5% | +$5.45K | 0.07% | 264 |
|
|
2021
Q2 | $1.14M | Buy |
22,116
+366
| +2% | +$18.9K | 0.07% | 264 |
|
|
2021
Q1 | $1.1M | Sell |
21,750
-25
| -0.1% | -$1.26K | 0.08% | 233 |
|
|
2020
Q4 | $968K | Sell |
21,775
-83
| -0.4% | -$3.69K | 0.07% | 281 |
|
|
2020
Q3 | $890K | Buy |
21,858
+805
| +4% | +$32.8K | 0.08% | 243 |
|
|
2020
Q2 | $773K | Buy |
21,053
+2,475
| +13% | +$90.9K | 0.07% | 259 |
|
|
2020
Q1 | $596K | Buy |
18,578
+7,074
| +61% | +$227K | 0.07% | 281 |
|
|
2019
Q4 | $524K | Buy |
11,504
+70
| +0.6% | +$3.19K | 0.05% | 394 |
|
|
2019
Q3 | $512K | Buy |
11,434
+1,159
| +11% | +$51.9K | 0.05% | 389 |
|
|
2019
Q2 | $425K | Buy |
10,275
+540
| +6% | +$22.3K | 0.05% | 436 |
|
|
2019
Q1 | $374K | Sell |
9,735
-261
| -3% | -$10K | 0.05% | 445 |
|
|
2018
Q4 | $332K | Buy |
9,996
+1,103
| +12% | +$36.6K | 0.05% | 433 |
|
|
2018
Q3 | $354K | Sell |
8,893
-86
| -1% | -$3.42K | 0.04% | 456 |
|
|
2018
Q2 | $360K | Buy |
8,979
+426
| +5% | +$17.1K | 0.05% | 422 |
|
|
2018
Q1 | $352K | Buy |
8,553
+275
| +3% | +$11.3K | 0.05% | 440 |
|
|
2017
Q4 | $342K | Buy |
8,278
+178
| +2% | +$7.35K | 0.05% | 442 |
|
|
2017
Q3 | $323K | Buy |
8,100
+327
| +4% | +$13K | 0.05% | 441 |
|
|
2017
Q2 | $278K | Buy |
7,773
+317
| +4% | +$11.3K | 0.05% | 451 |
|
|
2017
Q1 | $273K | Buy |
7,456
+496
| +7% | +$18.2K | 0.05% | 450 |
|
|
2016
Q4 | $267K | Buy |
6,960
+268
| +4% | +$10.3K | 0.05% | 435 |
|
|
2016
Q3 | $218K | Buy |
6,692
+503
| +8% | +$16.4K | 0.04% | 476 |
|
|
2016
Q2 | $203K | Buy |
+6,189
| New | +$203K | 0.05% | 462 |
|