Luther King Capital Management (LKCM)’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 | $249K | Sell |
3,740
-1,299
| -26% | -$86.3K | ﹤0.01% | 540 |
|
|
2025
Q1 | $289K | Sell |
5,039
-951
| -16% | -$54.5K | ﹤0.01% | 527 |
|
|
2024
Q4 | $355K | Sell |
5,990
-894
| -13% | -$53.1K | ﹤0.01% | 494 |
|
|
2024
Q3 | $399K | Sell |
6,884
-2,386
| -26% | -$138K | ﹤0.01% | 491 |
|
|
2024
Q2 | $454K | Sell |
9,270
-2,357
| -20% | -$115K | ﹤0.01% | 474 |
|
|
2024
Q1 | $635K | Sell |
11,627
-385
| -3% | -$21K | ﹤0.01% | 449 |
|
|
2023
Q4 | $623K | Hold |
12,012
| – | – | ﹤0.01% | 438 |
|
|
2023
Q3 | $586K | Sell |
12,012
-877
| -7% | -$42.8K | ﹤0.01% | 441 |
|
|
2023
Q2 | $672K | Sell |
12,889
-764
| -6% | -$39.8K | ﹤0.01% | 442 |
|
|
2023
Q1 | $638K | Sell |
13,653
-570
| -4% | -$26.6K | ﹤0.01% | 435 |
|
|
2022
Q4 | $660K | Sell |
14,223
-49
| -0.3% | -$2.28K | ﹤0.01% | 424 |
|
|
2022
Q3 | $567K | Sell |
14,272
-25
| -0.2% | -$993 | ﹤0.01% | 437 |
|
|
2022
Q2 | $655K | Buy |
14,297
+4,175
| +41% | +$191K | ﹤0.01% | 448 |
|
|
2022
Q1 | $565K | Buy |
10,122
+554
| +6% | +$30.9K | ﹤0.01% | 465 |
|
|
2021
Q4 | $533K | Sell |
9,568
-910
| -9% | -$50.7K | ﹤0.01% | 486 |
|
|
2021
Q3 | $539K | Buy |
10,478
+1,780
| +20% | +$91.6K | ﹤0.01% | 473 |
|
|
2021
Q2 | $448K | Buy |
+8,698
| New | +$448K | ﹤0.01% | 515 |
|