Lorne Steinberg Wealth 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
Q2 | $7.74M | Buy |
116,274
+349
| +0.3% | +$23.2K | 2.02% | 22 |
|
|
2025
Q1 | $6.64M | Buy |
115,925
+985
| +0.9% | +$56.4K | 1.94% | 21 |
|
|
2024
Q4 | $6.82M | Buy |
114,940
+19
| +0% | +$1.13K | 1.98% | 20 |
|
|
2024
Q3 | $6.67M | Buy |
114,921
+2,085
| +2% | +$121K | 1.93% | 23 |
|
|
2024
Q2 | $5.53M | Sell |
112,836
-2,016
| -2% | -$98.8K | 1.78% | 29 |
|
|
2024
Q1 | $6.27M | Buy |
114,852
+7,974
| +7% | +$435K | 1.96% | 25 |
|
|
2023
Q4 | $5.54M | Buy |
106,878
+2,757
| +3% | +$143K | 1.86% | 25 |
|
|
2023
Q3 | $5.1M | Buy |
104,121
+4,201
| +4% | +$206K | 1.96% | 23 |
|
|
2023
Q2 | $5.21M | Sell |
99,920
-624
| -0.6% | -$32.5K | 1.96% | 24 |
|
|
2023
Q1 | $4.69M | Buy |
100,544
+4,291
| +4% | +$200K | 1.87% | 25 |
|
|
2022
Q4 | $4.47M | Buy |
96,253
+3,825
| +4% | +$177K | 1.92% | 22 |
|
|
2022
Q3 | $3.7M | Sell |
92,428
-1,355
| -1% | -$54.3K | 1.8% | 26 |
|
|
2022
Q2 | $4.29M | Buy |
93,783
+63,658
| +211% | +$2.91M | 2.02% | 20 |
|
|
2022
Q1 | $1.68M | Sell |
30,125
-63,744
| -68% | -$3.56M | 0.78% | 43 |
|
|
2021
Q4 | $5.21M | Sell |
93,869
-5,760
| -6% | -$320K | 2.24% | 20 |
|
|
2021
Q3 | $5.1M | Sell |
99,629
-1,390
| -1% | -$71.1K | 2.47% | 18 |
|
|
2021
Q2 | $5.21M | Buy |
101,019
+2,276
| +2% | +$117K | 2.56% | 18 |
|
|
2021
Q1 | $4.99M | Buy |
98,743
+4,310
| +5% | +$218K | 2.64% | 16 |
|
|
2020
Q4 | $4.21M | Buy |
+94,433
| New | +$4.21M | 2.62% | 16 |
|