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
Q3 | $217K | Sell |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $635K | Sell |
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|
2023
Q4 | $623K | Hold |
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|
2023
Q3 | $586K | Sell |
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|
2023
Q2 | $672K | Sell |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $660K | Sell |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $655K | Buy |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $539K | Buy |
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|
2021
Q2 | $448K | Buy |
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