LWA
Lowe Wealth Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Sell |
1,279
-263
| -17% | -$17.5K | 0.03% | 106 |
|
|
2025
Q1 | $88.3K | Buy |
1,542
+2
| +0.1% | +$114 | 0.04% | 96 |
|
|
2024
Q4 | $91.4K | Buy |
1,540
+2
| +0.1% | +$119 | 0.04% | 92 |
|
|
2024
Q3 | $89.2K | Buy |
1,538
+3
| +0.2% | +$174 | 0.04% | 86 |
|
|
2024
Q2 | $75.2K | Buy |
1,535
+2
| +0.1% | +$98 | 0.03% | 95 |
|
|
2024
Q1 | $83.7K | Buy |
1,533
+2
| +0.1% | +$109 | 0.04% | 85 |
|
|
2023
Q4 | $79.4K | Buy |
1,531
+2
| +0.1% | +$104 | 0.04% | 83 |
|
|
2023
Q3 | $74.6K | Buy |
1,529
+2
| +0.1% | +$98 | 0.04% | 83 |
|
|
2023
Q2 | $79.6K | Buy |
1,527
+2
| +0.1% | +$104 | 0.04% | 89 |
|
|
2023
Q1 | $71.2K | Buy |
1,525
+2
| +0.1% | +$93 | 0.04% | 87 |
|
|
2022
Q4 | $70.7K | Buy |
1,523
+215
| +16% | +$9.98K | 0.04% | 85 |
|
|
2022
Q3 | $52K | Buy |
1,308
+2
| +0.2% | +$80 | 0.03% | 91 |
|
|
2022
Q2 | $60K | Buy |
1,306
+2
| +0.2% | +$92 | 0.03% | 82 |
|
|
2022
Q1 | $73K | Buy |
1,304
+2
| +0.2% | +$112 | 0.03% | 84 |
|
|
2021
Q4 | $73K | Buy |
1,302
+1
| +0.1% | +$56 | 0.03% | 79 |
|
|
2021
Q3 | $67K | Buy |
1,301
+2
| +0.2% | +$103 | 0.03% | 76 |
|
|
2021
Q2 | $67K | Buy |
1,299
+1
| +0.1% | +$52 | 0.03% | 77 |
|
|
2021
Q1 | $66K | Buy |
1,298
+2
| +0.2% | +$102 | 0.03% | 72 |
|
|
2020
Q4 | $58K | Hold |
1,296
| – | – | 0.03% | 75 |
|
|
2020
Q3 | $53K | Buy |
1,296
+2
| +0.2% | +$82 | 0.03% | 71 |
|
|
2020
Q2 | $48K | Buy |
1,294
+2
| +0.2% | +$74 | 0.03% | 73 |
|
|
2020
Q1 | $41K | Buy |
1,292
+2
| +0.2% | +$63 | 0.03% | 67 |
|
|
2019
Q4 | $59K | Buy |
1,290
+1
| +0.1% | +$46 | 0.03% | 59 |
|
|
2019
Q3 | $58K | Buy |
1,289
+3
| +0.2% | +$135 | 0.03% | 56 |
|
|
2019
Q2 | $53K | Buy |
1,286
+1
| +0.1% | +$41 | 0.03% | 61 |
|
|
2019
Q1 | $49K | Sell |
1,285
-99
| -7% | -$3.78K | 0.03% | 61 |
|
|
2018
Q4 | $46K | Buy |
1,384
+2
| +0.1% | +$66 | 0.03% | 59 |
|
|
2018
Q3 | $55K | Buy |
1,382
+1
| +0.1% | +$40 | 0.03% | 60 |
|
|
2018
Q2 | $55K | Buy |
1,381
+3
| +0.2% | +$119 | 0.03% | 62 |
|
|
2018
Q1 | $57K | Buy |
1,378
+1
| +0.1% | +$41 | 0.04% | 57 |
|
|
2017
Q4 | $57K | Buy |
1,377
+2
| +0.1% | +$83 | 0.03% | 62 |
|
|
2017
Q3 | $55K | Buy |
1,375
+1
| +0.1% | +$40 | 0.03% | 61 |
|
|
2017
Q2 | $49K | Buy |
1,374
+2
| +0.1% | +$71 | 0.03% | 62 |
|
|
2017
Q1 | $50K | Sell |
1,372
-200
| -13% | -$7.29K | 0.03% | 60 |
|
|
2016
Q4 | $60K | Buy |
1,572
+2
| +0.1% | +$76 | 0.04% | 55 |
|
|
2016
Q3 | $51K | Hold |
1,570
| – | – | 0.03% | 58 |
|
|
2016
Q2 | $52K | Buy |
1,570
+3
| +0.2% | +$99 | 0.03% | 55 |
|
|
2016
Q1 | $51K | Buy |
1,567
+1
| +0.1% | +$33 | 0.04% | 54 |
|
|
2015
Q4 | $49K | Sell |
1,566
-95
| -6% | -$2.97K | 0.03% | 54 |
|
|
2015
Q3 | $54K | Sell |
1,661
-845
| -34% | -$27.5K | 0.04% | 51 |
|
|
2015
Q2 | $84K | Buy |
2,506
+411
| +20% | +$13.8K | 0.06% | 52 |
|
|
2015
Q1 | $65K | Buy |
2,095
+1
| +0% | +$31 | 0.04% | 62 |
|
|
2014
Q4 | $75K | Buy |
+2,094
| New | +$75K | 0.05% | 53 |
|