NorthCrest Asset Manangement’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
$657K Hold
2025
Q2
$706K Hold
2025
Q1
$618K Buy
2024
Q4
$630K Hold
2024
Q3
$616K Hold
2024
Q2
$520K Hold
2024
Q1
$580K Sell
2023
Q4
$592K Sell
2023
Q3
$576K Hold
2023
Q2
$615K Hold
2023
Q1
$551K Buy
2022
Q4
$455K Sell
2022
Q3
$453K Buy