Meag Munich Ergo’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 | $2.49M | Sell |
37,446
-698
| -2% | -$46.4K | 0.07% | 130 |
|
|
2025
Q1 | $2.18M | Hold |
38,144
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $2.26M | Hold |
38,144
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $2.21M | Buy |
38,144
+3,581
| +10% | +$208K | 0.07% | 112 |
|
|
2024
Q2 | $1.69M | Buy |
34,563
+4,883
| +16% | +$239K | 0.06% | 117 |
|
|
2024
Q1 | $1.62M | Sell |
29,680
-14,437
| -33% | -$789K | 0.06% | 117 |
|
|
2023
Q4 | $2.3M | Buy |
+44,117
| New | +$2.3M | 0.09% | 107 |
|
|
2023
Q3 | – | Sell |
-14,965
| Closed | -$781K | – | 193 |
|
|
2023
Q2 | $781K | Buy |
+14,965
| New | +$781K | 0.03% | 126 |
|
|
2023
Q1 | – | Sell |
-42,900
| Closed | -$1.99M | – | 225 |
|
|
2022
Q4 | $1.99M | Buy |
42,900
+4,350
| +11% | +$202K | 0.11% | 113 |
|
|
2022
Q3 | $1.54M | Hold |
38,550
| – | – | 0.09% | 114 |
|
|
2022
Q2 | $1.76M | Buy |
+38,550
| New | +$1.76M | 0.11% | 115 |
|
|
2021
Q2 | – | Sell |
-12,677
| Closed | -$641K | – | 349 |
|
|
2021
Q1 | $641K | Sell |
12,677
-11,803
| -48% | -$597K | 0.06% | 221 |
|
|
2020
Q4 | $1.08M | Hold |
24,480
| – | – | 0.25% | 115 |
|
|
2020
Q3 | $994K | Buy |
+24,480
| New | +$994K | 0.18% | 124 |
|
|
2016
Q1 | – | Sell |
-23,000
| Closed | -$728K | – | 273 |
|
|
2015
Q4 | $728K | Sell |
23,000
-9,000
| -28% | -$285K | 0.04% | 194 |
|
|
2015
Q3 | $922K | Buy |
32,000
+10,000
| +45% | +$288K | 0.05% | 183 |
|
|
2015
Q2 | $737K | Hold |
22,000
| – | – | 0.04% | 171 |
|
|
2015
Q1 | $681K | Hold |
22,000
| – | – | 0.03% | 170 |
|
|
2014
Q4 | $802K | Hold |
22,000
| – | – | 0.04% | 186 |
|
|
2014
Q3 | $795K | Buy |
22,000
+1,000
| +5% | +$36.1K | 0.04% | 185 |
|
|
2014
Q2 | $773K | Hold |
21,000
| – | – | 0.03% | 187 |
|
|
2014
Q1 | $728K | Buy |
+21,000
| New | +$728K | 0.05% | 160 |
|