Mitchell McLeod Pugh & Williams’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
3,848
| – | – | 0.05% | 246 |
|
|
2025
Q1 | $220K | Hold |
3,848
| – | – | 0.05% | 253 |
|
|
2024
Q4 | $228K | Hold |
3,848
| – | – | 0.05% | 244 |
|
|
2024
Q3 | $223K | Buy |
+3,848
| New | +$223K | 0.05% | 253 |
|
|
2024
Q2 | – | Sell |
-3,848
| Closed | -$210K | – | 266 |
|
|
2024
Q1 | $210K | Buy |
+3,848
| New | +$210K | 0.05% | 251 |
|
|
2023
Q3 | – | Sell |
-3,848
| Closed | -$201K | – | 258 |
|
|
2023
Q2 | $201K | Buy |
+3,848
| New | +$201K | 0.06% | 242 |
|
|
2022
Q2 | – | Sell |
-3,848
| Closed | -$215K | – | 231 |
|
|
2022
Q1 | $215K | Hold |
3,848
| – | – | 0.07% | 216 |
|
|
2021
Q4 | $214K | Buy |
+3,848
| New | +$214K | 0.07% | 219 |
|