NewEdge Wealth’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 | $284K | Sell |
4,618
-21
| -0.5% | -$1.29K | ﹤0.01% | 846 |
|
|
2025
Q1 | $266K | Buy |
4,639
+21
| +0.5% | +$1.2K | ﹤0.01% | 803 |
|
|
2024
Q4 | $274K | Hold |
4,618
| – | – | ﹤0.01% | 790 |
|
|
2024
Q3 | $268K | Hold |
4,618
| – | – | ﹤0.01% | 753 |
|
|
2024
Q2 | $226K | Sell |
4,618
-20
| -0.4% | -$980 | ﹤0.01% | 707 |
|
|
2024
Q1 | $241K | Buy |
4,638
+20
| +0.4% | +$1.04K | 0.01% | 711 |
|
|
2023
Q4 | $239K | Hold |
4,618
| – | – | 0.01% | 673 |
|
|
2023
Q3 | $225K | Hold |
4,618
| – | – | 0.01% | 596 |
|
|
2023
Q2 | $241K | Hold |
4,618
| – | – | 0.01% | 575 |
|
|
2023
Q1 | $216K | Sell |
4,618
-23
| -0.5% | -$1.07K | 0.01% | 571 |
|
|
2022
Q4 | $215K | Buy |
+4,641
| New | +$215K | 0.01% | 509 |
|