Lee Financial’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 | – | Sell |
-3,599
| Closed | -$214K | – | 176 |
|
|
2024
Q4 | $214K | Sell |
3,599
-167
| -4% | -$9.91K | 0.03% | 168 |
|
|
2024
Q3 | $218K | Buy |
+3,766
| New | +$218K | 0.03% | 167 |
|
|
2023
Q4 | – | Sell |
-5,241
| Closed | -$256K | – | 919 |
|
|
2023
Q3 | $256K | Sell |
5,241
-500
| -9% | -$24.4K | 0.05% | 115 |
|
|
2023
Q2 | $299K | Sell |
5,741
-900
| -14% | -$46.9K | 0.05% | 111 |
|
|
2023
Q1 | $310K | Buy |
+6,641
| New | +$310K | 0.05% | 108 |
|