Luther King Capital Management (LKCM)’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3,623
Closed -$217K 625
2025
Q3
$217K Sell
3,623
-117
-3% -$7.04K ﹤0.01% 575
2025
Q2
$249K Sell
3,740
-1,299
-26% -$79.7K ﹤0.01% 540
2025
Q1
$289K Sell
5,039
-951
-16% -$54.2K ﹤0.01% 527
2024
Q4
$355K Sell
5,990
-894
-13% -$52.8K ﹤0.01% 494
2024
Q3
$399K Sell
6,884
-2,386
-26% -$125K ﹤0.01% 491
2024
Q2
$454K Sell
9,270
-2,357
-20% -$120K ﹤0.01% 474
2024
Q1
$635K Sell
11,627
-385
-3% -$20.4K ﹤0.01% 449
2023
Q4
$623K Hold
12,012
﹤0.01% 438
2023
Q3
$586K Sell
12,012
-877
-7% -$44K ﹤0.01% 441
2023
Q2
$672K Sell
12,889
-764
-6% -$37.5K ﹤0.01% 442
2023
Q1
$638K Sell
13,653
-570
-4% -$27.4K ﹤0.01% 435
2022
Q4
$660K Sell
14,223
-49
-0.3% -$2.17K ﹤0.01% 424
2022
Q3
$567K Sell
14,272
-25
-0.2% -$1.12K ﹤0.01% 437
2022
Q2
$655K Buy
14,297
+4,175
+41% +$208K ﹤0.01% 448
2022
Q1
$565K Buy
10,122
+554
+6% +$30.5K ﹤0.01% 465
2021
Q4
$533K Sell
9,568
-910
-9% -$50.3K ﹤0.01% 486
2021
Q3
$539K Buy
10,478
+1,780
+20% +$91.6K ﹤0.01% 473
2021
Q2
$448K Buy
+8,698
New +$459K ﹤0.01% 515

Other funds holding SLF