MONECO Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,877
| Closed | -$457K | – | 510 |
|
|
2025
Q2 | $457K | Buy |
6,877
+2
| +0% | +$123 | 0.04% | 313 |
|
|
2025
Q1 | $394K | Buy |
6,875
+2
| +0% | +$114 | 0.04% | 319 |
|
|
2024
Q4 | $408K | Buy |
6,873
+2
| +0% | +$118 | 0.04% | 317 |
|
|
2024
Q3 | $399K | Buy |
6,871
+2
| +0% | +$105 | 0.05% | 292 |
|
|
2024
Q2 | $336K | Sell |
6,869
-22
| -0.3% | -$1.12K | 0.05% | 304 |
|
|
2024
Q1 | $376K | Buy |
6,891
+27
| +0.4% | +$1.43K | 0.06% | 275 |
|
|
2023
Q4 | $356K | Buy |
6,864
+2
| +0% | +$98 | 0.07% | 260 |
|
|
2023
Q3 | $335K | Buy |
6,862
+26
| +0.4% | +$1.3K | 0.09% | 235 |
|
|
2023
Q2 | $356K | Buy |
6,836
+30
| +0.4% | +$1.47K | 0.1% | 224 |
|
|
2023
Q1 | $318K | Buy |
6,806
+2,475
| +57% | +$119K | 0.09% | 232 |
|
|
2022
Q4 | $201K | Buy |
+4,331
| New | +$192K | 0.07% | 258 |
|
|
2022
Q3 | – | Sell |
-4,578
| Closed | -$210K | – | 258 |
|
|
2022
Q2 | $210K | Buy |
4,578
+2
| +0% | +$100 | 0.08% | 230 |
|
|
2022
Q1 | $255K | Buy |
4,576
+2
| +0% | +$110 | 0.09% | 205 |
|
|
2021
Q4 | $262K | Sell |
4,574
-449
| -9% | -$24.8K | 0.1% | 201 |
|
|
2021
Q3 | $258K | Buy |
5,023
+4
| +0.1% | +$206 | 0.1% | 203 |
|
|
2021
Q2 | $259K | Buy |
5,019
+5
| +0.1% | +$264 | 0.12% | 176 |
|
|
2021
Q1 | $253K | Sell |
5,014
-253
| -5% | -$12.4K | 0.12% | 169 |
|
|
2020
Q4 | $251K | Buy |
5,267
+34
| +0.6% | +$1.47K | 0.14% | 142 |
|
|
2020
Q3 | $213K | Buy |
+5,233
| New | +$212K | 0.14% | 141 |
|
|
2020
Q1 | – | Sell |
-4,806
| Closed | -$234K | – | 154 |
|
|
2019
Q4 | $234K | Buy |
4,806
+31
| +0.6% | +$1.4K | 0.17% | 128 |
|
|
2019
Q3 | $214K | Buy |
+4,775
| New | +$200K | 0.17% | 129 |
|
Other funds holding SLF
FDCDDQ