Nicola Wealth Management’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 | $18.4M | Buy |
277,300
+103,100
| +59% | +$6.86M | 1.73% | 20 |
|
|
2025
Q1 | $9.97M | Buy |
+174,200
| New | +$9.97M | 0.97% | 45 |
|
|
2020
Q4 | – | Sell |
-146,600
| Closed | -$5.97M | – | 117 |
|
|
2020
Q3 | $5.97M | Hold |
146,600
| – | – | 0.85% | 53 |
|
|
2020
Q2 | $5.39M | Hold |
146,600
| – | – | 0.75% | 55 |
|
|
2020
Q1 | $6.64M | Hold |
146,600
| – | – | 1% | 40 |
|
|
2019
Q4 | $8.68M | Sell |
146,600
-10,000
| -6% | -$592K | 1.31% | 24 |
|
|
2019
Q3 | $9.28M | Sell |
156,600
-44,000
| -22% | -$2.61M | 1.45% | 25 |
|
|
2019
Q2 | $10.9M | Hold |
200,600
| – | – | 1.8% | 13 |
|
|
2019
Q1 | $10.3M | Sell |
200,600
-59,000
| -23% | -$3.03M | 1.54% | 15 |
|
|
2018
Q4 | $11.8M | Hold |
259,600
| – | – | 1.94% | 10 |
|
|
2018
Q3 | $13.3M | Buy |
259,600
+36,000
| +16% | +$1.85M | 2.29% | 6 |
|
|
2018
Q2 | $11.8M | Hold |
223,600
| – | – | 2.29% | 9 |
|
|
2018
Q1 | $11.8M | Buy |
+223,600
| New | +$11.8M | 2.38% | 5 |
|