Mason & Associates (California)’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 | $1.46M | Hold |
22,000
| – | – | 0.34% | 45 |
|
|
2025
Q1 | $1.26M | Hold |
22,000
| – | – | 0.31% | 44 |
|
|
2024
Q4 | $1.31M | Hold |
22,000
| – | – | 0.31% | 48 |
|
|
2024
Q3 | $1.28M | Hold |
22,000
| – | – | 0.32% | 45 |
|
|
2024
Q2 | $1.08M | Hold |
22,000
| – | – | 0.29% | 44 |
|
|
2024
Q1 | $1.2M | Hold |
22,000
| – | – | 0.32% | 40 |
|
|
2023
Q4 | $1.14M | Hold |
22,000
| – | – | 0.34% | 27 |
|
|
2023
Q3 | $1.07M | Hold |
22,000
| – | – | 0.34% | 32 |
|
|
2023
Q2 | $1.15M | Hold |
22,000
| – | – | 0.34% | 34 |
|
|
2023
Q1 | $1.03M | Hold |
22,000
| – | – | 0.31% | 33 |
|
|
2022
Q4 | $1.02M | Hold |
22,000
| – | – | 0.33% | 28 |
|
|
2022
Q3 | $875K | Hold |
22,000
| – | – | 0.31% | 29 |
|
|
2022
Q2 | $1.01M | Hold |
22,000
| – | – | 0.35% | 29 |
|
|
2022
Q1 | $1.23M | Hold |
22,000
| – | – | 0.38% | 37 |
|
|
2021
Q4 | $1.23M | Buy |
+22,000
| New | +$1.23M | 0.37% | 34 |
|