NorthCrest Asset Manangement’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 | $706K | Hold |
10,801
| – | – | 0.02% | 361 |
|
|
2025
Q1 | $618K | Buy |
10,801
+180
| +2% | +$10.3K | 0.02% | 387 |
|
|
2024
Q4 | $630K | Hold |
10,621
| – | – | 0.02% | 364 |
|
|
2024
Q3 | $616K | Hold |
10,621
| – | – | 0.02% | 369 |
|
|
2024
Q2 | $520K | Hold |
10,621
| – | – | 0.02% | 379 |
|
|
2024
Q1 | $580K | Sell |
10,621
-786
| -7% | -$42.9K | 0.02% | 358 |
|
|
2023
Q4 | $592K | Sell |
11,407
-395
| -3% | -$20.5K | 0.02% | 351 |
|
|
2023
Q3 | $576K | Hold |
11,802
| – | – | 0.02% | 338 |
|
|
2023
Q2 | $615K | Hold |
11,802
| – | – | 0.02% | 324 |
|
|
2023
Q1 | $551K | Buy |
11,802
+2,002
| +20% | +$93.5K | 0.02% | 344 |
|
|
2022
Q4 | $455K | Sell |
9,800
-1,581
| -14% | -$73.4K | 0.03% | 288 |
|
|
2022
Q3 | $453K | Buy |
+11,381
| New | +$453K | 0.02% | 315 |
|