Meritage Portfolio Management’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 | $4.89M | Sell |
73,603
-1,746
| -2% | -$116K | 0.31% | 91 |
|
|
2025
Q1 | $4.31M | Sell |
75,349
-1,452
| -2% | -$83.1K | 0.29% | 106 |
|
|
2024
Q4 | $4.56M | Sell |
76,801
-5,488
| -7% | -$326K | 0.28% | 102 |
|
|
2024
Q3 | $4.77M | Sell |
82,289
-3,708
| -4% | -$215K | 0.29% | 111 |
|
|
2024
Q2 | $4.21M | Buy |
85,997
+24,071
| +39% | +$1.18M | 0.27% | 115 |
|
|
2024
Q1 | $3.38M | Buy |
+61,926
| New | +$3.38M | 0.22% | 140 |
|