LPL 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
Q2 | $3.63M | Buy |
54,648
+5,375
| +11% | +$357K | ﹤0.01% | 2556 |
|
|
2025
Q1 | $2.82M | Sell |
49,273
-44,584
| -48% | -$2.55M | ﹤0.01% | 2617 |
|
|
2024
Q4 | $5.57M | Buy |
93,857
+51,351
| +121% | +$3.05M | ﹤0.01% | 1989 |
|
|
2024
Q3 | $2.47M | Buy |
42,506
+3,030
| +8% | +$176K | ﹤0.01% | 2505 |
|
|
2024
Q2 | $1.93M | Buy |
39,476
+5,852
| +17% | +$287K | ﹤0.01% | 2614 |
|
|
2024
Q1 | $1.84M | Buy |
33,624
+4,278
| +15% | +$233K | ﹤0.01% | 2586 |
|
|
2023
Q4 | $1.52M | Buy |
29,346
+2,244
| +8% | +$116K | ﹤0.01% | 2647 |
|
|
2023
Q3 | $1.32M | Sell |
27,102
-1,182
| -4% | -$57.7K | ﹤0.01% | 2647 |
|
|
2023
Q2 | $1.47M | Buy |
28,284
+3,336
| +13% | +$174K | ﹤0.01% | 2507 |
|
|
2023
Q1 | $1.17M | Buy |
24,948
+3,217
| +15% | +$150K | ﹤0.01% | 2627 |
|
|
2022
Q4 | $1.01M | Buy |
21,731
+1,542
| +8% | +$71.6K | ﹤0.01% | 2636 |
|
|
2022
Q3 | $803K | Buy |
20,189
+1,223
| +6% | +$48.6K | ﹤0.01% | 2704 |
|
|
2022
Q2 | $869K | Buy |
18,966
+4,495
| +31% | +$206K | ﹤0.01% | 2680 |
|
|
2022
Q1 | $808K | Sell |
14,471
-6,992
| -33% | -$390K | ﹤0.01% | 2787 |
|
|
2021
Q4 | $1.2M | Buy |
21,463
+8,369
| +64% | +$466K | ﹤0.01% | 2494 |
|
|
2021
Q3 | $674K | Buy |
13,094
+1,353
| +12% | +$69.6K | ﹤0.01% | 2933 |
|
|
2021
Q2 | $605K | Sell |
11,741
-50
| -0.4% | -$2.58K | ﹤0.01% | 2979 |
|
|
2021
Q1 | $596K | Sell |
11,791
-848
| -7% | -$42.9K | ﹤0.01% | 2863 |
|
|
2020
Q4 | $562K | Buy |
12,639
+2,251
| +22% | +$100K | ﹤0.01% | 2639 |
|
|
2020
Q3 | $423K | Sell |
10,388
-1,328
| -11% | -$54.1K | ﹤0.01% | 2600 |
|
|
2020
Q2 | $431K | Buy |
11,716
+2,019
| +21% | +$74.3K | ﹤0.01% | 2512 |
|
|
2020
Q1 | $311K | Sell |
9,697
-25,012
| -72% | -$802K | ﹤0.01% | 2471 |
|
|
2019
Q4 | $1.58M | Sell |
34,709
-134
| -0.4% | -$6.11K | ﹤0.01% | 1522 |
|
|
2019
Q3 | $1.56M | Buy |
34,843
+8,594
| +33% | +$385K | ﹤0.01% | 1419 |
|
|
2019
Q2 | $1.09M | Buy |
26,249
+1,651
| +7% | +$68.3K | ﹤0.01% | 1659 |
|
|
2019
Q1 | $945K | Buy |
24,598
+16,493
| +203% | +$634K | ﹤0.01% | 1680 |
|
|
2018
Q4 | $269K | Sell |
8,105
-8,476
| -51% | -$281K | ﹤0.01% | 2543 |
|
|
2018
Q3 | $659K | Sell |
16,581
-201
| -1% | -$7.99K | ﹤0.01% | 2000 |
|
|
2018
Q2 | $674K | Sell |
16,782
-3,088
| -16% | -$124K | ﹤0.01% | 1928 |
|
|
2018
Q1 | $817K | Buy |
+19,870
| New | +$817K | ﹤0.01% | 1746 |
|
|
2017
Q1 | – | Sell |
-8,353
| Closed | -$324K | – | 2793 |
|
|
2016
Q4 | $324K | Buy |
+8,353
| New | +$324K | ﹤0.01% | 2107 |
|
|
2016
Q2 | – | Sell |
-13,463
| Closed | -$424K | – | 2935 |
|
|
2016
Q1 | $424K | Sell |
13,463
-3,645
| -21% | -$115K | ﹤0.01% | 2264 |
|
|
2015
Q4 | $517K | Buy |
17,108
+8,686
| +103% | +$262K | ﹤0.01% | 2163 |
|
|
2015
Q3 | $281K | Buy |
8,422
+824
| +11% | +$27.5K | ﹤0.01% | 2245 |
|
|
2015
Q2 | $251K | Buy |
+7,598
| New | +$251K | ﹤0.01% | 2450 |
|
|
2015
Q1 | – | Sell |
-7,293
| Closed | -$263K | – | 2849 |
|
|
2014
Q4 | $263K | Buy |
7,293
+503
| +7% | +$18.1K | ﹤0.01% | 2277 |
|
|
2014
Q3 | $245K | Sell |
6,790
-525
| -7% | -$18.9K | ﹤0.01% | 2315 |
|
|
2014
Q2 | $269K | Sell |
7,315
-4,701
| -39% | -$173K | ﹤0.01% | 2287 |
|
|
2014
Q1 | $416K | Sell |
12,016
-5,090
| -30% | -$176K | ﹤0.01% | 1875 |
|
|
2013
Q4 | $604K | Buy |
17,106
+4,119
| +32% | +$145K | ﹤0.01% | 1600 |
|
|
2013
Q3 | $423K | Sell |
12,987
-8,709
| -40% | -$284K | ﹤0.01% | 1766 |
|
|
2013
Q2 | $643K | Buy |
+21,696
| New | +$643K | ﹤0.01% | 1393 |
|