Next Financial Group’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $62K | Buy |
1,117
+401
| +56% | +$22.3K | ﹤0.01% | 1385 |
|
|
2021
Q3 | $37K | Buy |
716
+2
| +0.3% | +$103 | ﹤0.01% | 1543 |
|
|
2021
Q2 | $37K | Sell |
714
-11
| -2% | -$570 | ﹤0.01% | 1512 |
|
|
2021
Q1 | $37K | Buy |
725
+10
| +1% | +$510 | ﹤0.01% | 1405 |
|
|
2020
Q4 | $32K | Sell |
715
-19
| -3% | -$850 | ﹤0.01% | 1361 |
|
|
2020
Q3 | $30K | Buy |
+734
| New | +$30K | ﹤0.01% | 1274 |
|
|
2020
Q2 | – | Sell |
-652
| Closed | -$21K | – | 1695 |
|
|
2020
Q1 | $21K | Sell |
652
-6
| -0.9% | -$193 | ﹤0.01% | 1260 |
|
|
2019
Q4 | $30K | Sell |
658
-13
| -2% | -$593 | ﹤0.01% | 1386 |
|
|
2019
Q3 | $30K | Sell |
671
-17
| -2% | -$760 | ﹤0.01% | 1306 |
|
|
2019
Q2 | $28K | Buy |
688
+53
| +8% | +$2.16K | ﹤0.01% | 1353 |
|
|
2019
Q1 | $24K | Sell |
635
-5,515
| -90% | -$208K | 0.01% | 922 |
|
|
2018
Q4 | $204K | Hold |
6,150
| – | – | 0.04% | 387 |
|
|
2018
Q3 | $245K | Hold |
6,150
| – | – | 0.11% | 176 |
|
|
2018
Q2 | $247K | Hold |
6,150
| – | – | 0.09% | 237 |
|
|
2018
Q1 | $253K | Sell |
6,150
-30
| -0.5% | -$1.23K | 0.05% | 338 |
|
|
2017
Q4 | $255K | Hold |
6,180
| – | – | 0.11% | 215 |
|
|
2017
Q3 | $245K | Buy |
6,180
+600
| +11% | +$23.8K | 0.07% | 273 |
|
|
2017
Q2 | $199K | Sell |
5,580
-150
| -3% | -$5.35K | 0.05% | 356 |
|
|
2017
Q1 | $202K | Sell |
5,730
-600
| -9% | -$21.2K | 0.06% | 308 |
|
|
2016
Q4 | $243K | Buy |
6,330
+214
| +3% | +$8.22K | 0.04% | 415 |
|
|
2016
Q3 | $199K | Buy |
6,116
+536
| +10% | +$17.4K | 0.04% | 472 |
|
|
2016
Q2 | $183K | Sell |
5,580
-500
| -8% | -$16.4K | 0.06% | 320 |
|
|
2016
Q1 | $196K | Hold |
6,080
| – | – | 0.07% | 290 |
|
|
2015
Q4 | $189K | Buy |
6,080
+180
| +3% | +$5.6K | 0.07% | 290 |
|
|
2015
Q3 | $190K | Hold |
5,900
| – | – | 0.07% | 291 |
|
|
2015
Q2 | $197K | Buy |
5,900
+500
| +9% | +$16.7K | 0.07% | 303 |
|
|
2015
Q1 | $166K | Hold |
5,400
| – | – | 0.05% | 347 |
|
|
2014
Q4 | $195K | Hold |
5,400
| – | – | 0.06% | 309 |
|
|
2014
Q3 | $196K | Buy |
+5,400
| New | +$196K | 0.04% | 459 |
|