Montrusco Bolton Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Sell |
200,841
-2,628
| -1% | -$168K | 0.19% | 50 |
|
|
2025
Q4 | $12.7M | Sell |
203,469
-99,080
| -33% | -$5.99M | 0.16% | 54 |
|
|
2025
Q3 | $18.2M | Sell |
302,549
-65,818
| -18% | -$3.96M | 0.21% | 48 |
|
|
2025
Q2 | $24.5M | Buy |
368,367
+16,217
| +5% | +$994K | 0.27% | 35 |
|
|
2025
Q1 | $20.2M | Buy |
352,150
+341,577
| +3,231% | +$19.5M | 0.26% | 40 |
|
|
2024
Q4 | $627K | Sell |
10,573
-1,082
| -9% | -$63.8K | 0.01% | 61 |
|
|
2024
Q3 | $677K | Buy |
11,655
+562
| +5% | +$29.4K | 0.01% | 62 |
|
|
2024
Q2 | $544K | Sell |
11,093
-616,201
| -98% | -$31.3M | 0.01% | 58 |
|
|
2024
Q1 | $34.3M | Sell |
627,294
-5,308
| -0.8% | -$281K | 0.36% | 39 |
|
|
2023
Q4 | $33M | Sell |
632,602
-9,957
| -2% | -$490K | 0.41% | 40 |
|
|
2023
Q3 | $31.5M | Sell |
642,559
-58,224
| -8% | -$2.92M | 0.46% | 41 |
|
|
2023
Q2 | $36.6M | Buy |
700,783
+220,810
| +46% | +$10.8M | 0.57% | 37 |
|
|
2023
Q1 | $22.4M | Sell |
479,973
-9,865
| -2% | -$475K | 0.46% | 41 |
|
|
2022
Q4 | $22.7M | Sell |
489,838
-239,359
| -33% | -$10.6M | 0.53% | 44 |
|
|
2022
Q3 | $29.2M | Sell |
729,197
-9,139
| -1% | -$410K | 0.77% | 41 |
|
|
2022
Q2 | $33.8M | Sell |
738,336
-167,377
| -18% | -$8.34M | 0.9% | 40 |
|
|
2022
Q1 | $50.6M | Buy |
905,713
+151,097
| +20% | +$8.32M | 1.17% | 35 |
|
|
2021
Q4 | $42.1M | Sell |
754,616
-57,217
| -7% | -$3.16M | 0.99% | 38 |
|
|
2021
Q3 | $41.8M | Sell |
811,833
-19,706
| -2% | -$1.01M | 1.14% | 33 |
|
|
2021
Q2 | $42.9M | Buy |
831,539
+148,194
| +22% | +$7.83M | 1.29% | 27 |
|
|
2021
Q1 | $34.5M | Sell |
683,345
-27,451
| -4% | -$1.34M | 1.13% | 35 |
|
|
2020
Q4 | $31.6M | Sell |
710,796
-450,558
| -39% | -$19.5M | 1.39% | 34 |
|
|
2020
Q3 | $47.2M | Buy |
1,161,354
+23,064
| +2% | +$933K | 2.37% | 17 |
|
|
2020
Q2 | $44.4M | Buy |
1,138,290
+962,425
| +547% | +$33.1M | 2.54% | 15 |
|
|
2020
Q1 | $5.59M | Sell |
175,865
-279,918
| -61% | -$12M | 0.44% | 49 |
|
|
2019
Q4 | $20.8M | Sell |
455,783
-6,541
| -1% | -$294K | 1.2% | 32 |
|
|
2019
Q3 | $20.8M | Buy |
462,324
+11,063
| +2% | +$462K | 1.23% | 27 |
|
|
2019
Q2 | $18.7M | Sell |
451,261
-330,802
| -42% | -$13.3M | 1.22% | 28 |
|
|
2019
Q1 | $32.4M | Sell |
782,063
-1,025,472
| -57% | -$37.6M | 2.08% | 20 |
|
|
2018
Q4 | $59.9M | Buy |
1,807,535
+11,137
| +0.6% | +$403K | 4.04% | 6 |
|
|
2018
Q3 | $71.4M | Sell |
1,796,398
-296,591
| -14% | -$11.9M | 4.37% | 7 |
|
|
2018
Q2 | $84.1M | Sell |
2,092,989
-196,611
| -9% | -$8.14M | 5.8% | 4 |
|
|
2018
Q1 | $94M | Sell |
2,289,600
-5,893
| -0.3% | -$248K | 6.79% | 4 |
|
|
2017
Q4 | $95M | Sell |
2,295,493
-29,916
| -1% | -$1.19M | 5.2% | 4 |
|
|
2017
Q3 | $92.4M | Sell |
2,325,409
-21,512
| -0.9% | -$821K | 4.89% | 4 |
|
|
2017
Q2 | $83.8M | Sell |
2,346,921
-353,337
| -13% | -$12.2M | 4.61% | 6 |
|
|
2017
Q1 | $98.3M | Sell |
2,700,258
-129,051
| -5% | -$4.9M | 5.56% | 4 |
|
|
2016
Q4 | $109M | Buy |
+2,829,309
| New | +$103M | 5.98% | 6 |
|
|
2016
Q1 | – | Sell |
-155,518
| Closed | -$4.83M | – | 92 |
|
|
2015
Q4 | $4.83M | Buy |
+155,518
| New | +$5.13M | 0.42% | 54 |
|
|
2014
Q1 | – | Sell |
-36,380
| Closed | -$1.28M | – | 92 |
|
|
2013
Q4 | $1.28M | Buy |
+36,380
| New | +$1.24M | 0.09% | 65 |
|
Other funds holding SLF
VCM
