Laurel Wealth Advisors (North Carolina)’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 | $170K | Buy |
11,297
+11,127
| +6,545% | +$167K | ﹤0.01% | 451 |
|
|
2025
Q1 | $9.74K | Hold |
170
| – | – | ﹤0.01% | 479 |
|
|
2024
Q4 | $10.1K | Hold |
170
| – | – | ﹤0.01% | 486 |
|
|
2024
Q3 | $9.86K | Hold |
170
| – | – | ﹤0.01% | 462 |
|
|
2024
Q2 | $8.33K | Hold |
170
| – | – | ﹤0.01% | 441 |
|
|
2024
Q1 | $9.28K | Hold |
170
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $8.82K | Hold |
170
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $8.3K | Hold |
170
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $8.86K | Sell |
170
-525
| -76% | -$27.4K | ﹤0.01% | 414 |
|
|
2023
Q1 | $32.5K | Hold |
695
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $32.3K | Hold |
695
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $28K | Hold |
695
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $32K | Hold |
695
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $39K | Hold |
695
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $39K | Hold |
695
| – | – | 0.01% | 284 |
|
|
2021
Q3 | $36K | Hold |
695
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $36K | Hold |
695
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $35K | Hold |
695
| – | – | 0.01% | 297 |
|
|
2020
Q4 | $31K | Hold |
695
| – | – | 0.01% | 300 |
|
|
2020
Q3 | $28K | Hold |
695
| – | – | 0.01% | 287 |
|
|
2020
Q2 | $26K | Hold |
695
| – | – | 0.01% | 287 |
|
|
2020
Q1 | $22K | Hold |
695
| – | – | 0.01% | 287 |
|
|
2019
Q4 | $32K | Hold |
695
| – | – | 0.01% | 285 |
|
|
2019
Q3 | $31K | Buy |
695
+170
| +32% | +$7.58K | 0.01% | 281 |
|
|
2019
Q2 | $22K | Hold |
525
| – | – | 0.01% | 310 |
|
|
2019
Q1 | $20K | Hold |
525
| – | – | 0.01% | 309 |
|
|
2018
Q4 | $17K | Buy |
+525
| New | +$17K | 0.01% | 308 |
|