Mercer Global Advisors’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 | $587K | Buy |
8,841
+1,561
| +21% | +$104K | ﹤0.01% | 1446 |
|
2025
Q1 | $417K | Sell |
7,280
-1,872
| -20% | -$107K | ﹤0.01% | 1574 |
|
2024
Q4 | $543K | Buy |
9,152
+1,691
| +23% | +$100K | ﹤0.01% | 1408 |
|
2024
Q3 | $433K | Sell |
7,461
-265
| -3% | -$15.4K | ﹤0.01% | 1412 |
|
2024
Q2 | $379K | Buy |
7,726
+682
| +10% | +$33.4K | ﹤0.01% | 1457 |
|
2024
Q1 | $384K | Sell |
7,044
-3,618
| -34% | -$197K | ﹤0.01% | 1424 |
|
2023
Q4 | $553K | Buy |
10,662
+4,841
| +83% | +$251K | ﹤0.01% | 1261 |
|
2023
Q3 | $284K | Buy |
5,821
+287
| +5% | +$14K | ﹤0.01% | 1566 |
|
2023
Q2 | $288K | Sell |
5,534
-344
| -6% | -$17.9K | ﹤0.01% | 1533 |
|
2023
Q1 | $275K | Buy |
5,878
+370
| +7% | +$17.3K | ﹤0.01% | 1563 |
|
2022
Q4 | $256K | Buy |
+5,508
| New | +$256K | ﹤0.01% | 1578 |
|
2022
Q3 | – | Sell |
-6,093
| Closed | -$279K | – | 1904 |
|
2022
Q2 | $279K | Buy |
6,093
+154
| +3% | +$7.05K | ﹤0.01% | 1462 |
|
2022
Q1 | $332K | Buy |
5,939
+930
| +19% | +$52K | ﹤0.01% | 1459 |
|
2021
Q4 | $279K | Buy |
5,009
+27
| +0.5% | +$1.5K | ﹤0.01% | 1505 |
|
2021
Q3 | $256K | Buy |
+4,982
| New | +$256K | ﹤0.01% | 1492 |
|