MPWT
MassMutual Private Wealth & Trust’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
2,233
+18
| +0.8% | +$1.2K | ﹤0.01% | 499 |
|
|
2025
Q1 | $127K | Sell |
2,215
-56
| -2% | -$3.21K | ﹤0.01% | 509 |
|
|
2024
Q4 | $135K | Buy |
2,271
+87
| +4% | +$5.16K | ﹤0.01% | 519 |
|
|
2024
Q3 | $127K | Sell |
2,184
-321
| -13% | -$18.6K | ﹤0.01% | 479 |
|
|
2024
Q2 | $123K | Buy |
2,505
+492
| +24% | +$24.1K | ﹤0.01% | 479 |
|
|
2024
Q1 | $110K | Buy |
2,013
+43
| +2% | +$2.35K | ﹤0.01% | 462 |
|
|
2023
Q4 | $102K | Sell |
1,970
-256
| -12% | -$13.3K | ﹤0.01% | 463 |
|
|
2023
Q3 | $109K | Buy |
2,226
+15
| +0.7% | +$732 | ﹤0.01% | 437 |
|
|
2023
Q2 | $115K | Buy |
2,211
+656
| +42% | +$34.2K | ﹤0.01% | 417 |
|
|
2023
Q1 | $72.6K | Sell |
1,555
-463
| -23% | -$21.6K | ﹤0.01% | 466 |
|
|
2022
Q4 | $94K | Buy |
2,018
+867
| +75% | +$40.4K | ﹤0.01% | 417 |
|
|
2022
Q3 | $46K | Buy |
1,151
+11
| +1% | +$440 | ﹤0.01% | 471 |
|
|
2022
Q2 | $52K | Sell |
1,140
-95
| -8% | -$4.33K | ﹤0.01% | 463 |
|
|
2022
Q1 | $69K | Sell |
1,235
-8
| -0.6% | -$447 | ﹤0.01% | 428 |
|
|
2021
Q4 | $69K | Buy |
1,243
+91
| +8% | +$5.05K | ﹤0.01% | 450 |
|
|
2021
Q3 | $59K | Buy |
1,152
+38
| +3% | +$1.95K | ﹤0.01% | 458 |
|
|
2021
Q2 | $57K | Buy |
1,114
+73
| +7% | +$3.74K | ﹤0.01% | 459 |
|
|
2021
Q1 | $53K | Hold |
1,041
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $46K | Hold |
1,041
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $42K | Sell |
1,041
-175
| -14% | -$7.06K | ﹤0.01% | 436 |
|
|
2020
Q2 | $45K | Buy |
1,216
+175
| +17% | +$6.48K | ﹤0.01% | 416 |
|
|
2020
Q1 | $33K | Hold |
1,041
| – | – | ﹤0.01% | 404 |
|
|
2019
Q4 | $47K | Hold |
1,041
| – | – | ﹤0.01% | 437 |
|
|
2019
Q3 | $47K | Hold |
1,041
| – | – | ﹤0.01% | 433 |
|
|
2019
Q2 | $43K | Hold |
1,041
| – | – | ﹤0.01% | 434 |
|
|
2019
Q1 | $40K | Hold |
1,041
| – | – | ﹤0.01% | 447 |
|
|
2018
Q4 | $34.6K | Hold |
1,041
| – | – | ﹤0.01% | 441 |
|
|
2018
Q3 | $41.4K | Hold |
1,041
| – | – | ﹤0.01% | 441 |
|
|
2018
Q2 | $41.8K | Hold |
1,041
| – | – | ﹤0.01% | 433 |
|
|
2018
Q1 | $42.8K | Hold |
1,041
| – | – | ﹤0.01% | 425 |
|
|
2017
Q4 | $43K | Hold |
1,041
| – | – | ﹤0.01% | 459 |
|
|
2017
Q3 | $41.5K | Buy |
1,041
+117
| +13% | +$4.66K | ﹤0.01% | 533 |
|
|
2017
Q2 | $33K | Hold |
924
| – | – | ﹤0.01% | 544 |
|
|
2017
Q1 | $33.8K | Hold |
924
| – | – | ﹤0.01% | 523 |
|
|
2016
Q4 | $35.5K | Buy |
+924
| New | +$35.5K | ﹤0.01% | 379 |
|
|
2016
Q2 | $288K | Buy |
8,758
+7,834
| +848% | +$257K | 0.04% | 265 |
|
|
2016
Q1 | $29.8K | Buy |
+924
| New | +$29.8K | ﹤0.01% | 405 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$1.13K | – | 964 |
|
|
2015
Q3 | $1.13K | Hold |
31
| – | – | ﹤0.01% | 738 |
|
|
2015
Q2 | $1.14K | Buy |
+31
| New | +$1.14K | ﹤0.01% | 670 |
|
|
2014
Q2 | – | Sell |
-31
| Closed | -$1.07K | – | 663 |
|
|
2014
Q1 | $1.07K | Buy |
+31
| New | +$1.07K | ﹤0.01% | 560 |
|