NEI
Northwest & Ethical Investments’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6M | Sell |
670,116
-65,650
| -9% | -$4.37M | 1.11% | 12 |
|
|
2025
Q1 | $42.1M | Buy |
735,766
+46,792
| +7% | +$2.68M | 1.14% | 12 |
|
|
2024
Q4 | $40.8M | Buy |
688,974
+99,702
| +17% | +$5.91M | 1.11% | 12 |
|
|
2024
Q3 | $34.2M | Sell |
589,272
-11,888
| -2% | -$690K | 0.9% | 18 |
|
|
2024
Q2 | $29.5M | Buy |
601,160
+23,325
| +4% | +$1.14M | 0.85% | 25 |
|
|
2024
Q1 | $31.5M | Buy |
577,835
+17,819
| +3% | +$972K | 0.91% | 24 |
|
|
2023
Q4 | $29M | Sell |
560,016
-74,217
| -12% | -$3.85M | 0.89% | 21 |
|
|
2023
Q3 | $30.9M | Sell |
634,233
-16,639
| -3% | -$812K | 1.04% | 14 |
|
|
2023
Q2 | $33.9M | Sell |
650,872
-4,283
| -0.7% | -$223K | 1.09% | 14 |
|
|
2023
Q1 | $30.6M | Sell |
655,155
-22,208
| -3% | -$1.04M | 1.02% | 14 |
|
|
2022
Q4 | $31.4M | Sell |
677,363
-50,300
| -7% | -$2.33M | 1.09% | 12 |
|
|
2022
Q3 | $28.9M | Buy |
727,663
+57,532
| +9% | +$2.29M | 1.16% | 12 |
|
|
2022
Q2 | $30.7M | Buy |
670,131
+72,438
| +12% | +$3.32M | 1.15% | 13 |
|
|
2022
Q1 | $33.4M | Buy |
597,693
+15,820
| +3% | +$883K | 1.07% | 18 |
|
|
2021
Q4 | $32.4M | Sell |
581,873
-39,691
| -6% | -$2.21M | 0.96% | 23 |
|
|
2021
Q3 | $32M | Sell |
621,564
-1,577
| -0.3% | -$81.2K | 1.04% | 20 |
|
|
2021
Q2 | $32.1M | Buy |
623,141
+94,276
| +18% | +$4.86M | 1.04% | 22 |
|
|
2021
Q1 | $26.7M | Sell |
528,865
-15,685
| -3% | -$793K | 0.94% | 21 |
|
|
2020
Q4 | $24.2M | Sell |
544,550
-38,781
| -7% | -$1.72M | 0.93% | 18 |
|
|
2020
Q3 | $23.8M | Sell |
583,331
-41,588
| -7% | -$1.69M | 1.05% | 14 |
|
|
2020
Q2 | $23M | Buy |
624,919
+36,015
| +6% | +$1.32M | 1.09% | 12 |
|
|
2020
Q1 | $18.9M | Buy |
588,904
+114,341
| +24% | +$3.68M | 1.1% | 12 |
|
|
2019
Q4 | $21.6M | Sell |
474,563
-1,786
| -0.4% | -$81.4K | 0.97% | 15 |
|
|
2019
Q3 | $21.3M | Sell |
476,349
-5,668
| -1% | -$253K | 1.04% | 13 |
|
|
2019
Q2 | $20M | Sell |
482,017
-820
| -0.2% | -$34K | 1% | 14 |
|
|
2019
Q1 | $18.5M | Sell |
482,837
-3,481
| -0.7% | -$134K | 0.97% | 17 |
|
|
2018
Q4 | $16.1M | Buy |
486,318
+62,128
| +15% | +$2.06M | 0.96% | 18 |
|
|
2018
Q3 | $16.9M | Sell |
424,190
-42,466
| -9% | -$1.69M | 1.06% | 15 |
|
|
2018
Q2 | $18.8M | Buy |
466,656
+14,545
| +3% | +$585K | 1.24% | 12 |
|
|
2018
Q1 | $18.6M | Sell |
452,111
-44,450
| -9% | -$1.83M | 1.25% | 10 |
|
|
2017
Q4 | $20.5M | Sell |
496,561
-28,215
| -5% | -$1.16M | 1.33% | 10 |
|
|
2017
Q3 | $20.9M | Sell |
524,776
-4,720
| -0.9% | -$188K | 1.3% | 13 |
|
|
2017
Q2 | $18.9M | Buy |
529,496
+37,480
| +8% | +$1.34M | 1.28% | 14 |
|
|
2017
Q1 | $18M | Sell |
492,016
-33,726
| -6% | -$1.23M | 1.22% | 15 |
|
|
2016
Q4 | $20.2M | Buy |
525,742
+197,400
| +60% | +$7.58M | 1.39% | 13 |
|
|
2016
Q3 | $10.7M | Sell |
328,342
-99,100
| -23% | -$3.23M | 0.75% | 26 |
|
|
2016
Q2 | $14M | Sell |
427,442
-5,713
| -1% | -$188K | 1.06% | 21 |
|
|
2016
Q1 | $14M | Sell |
433,155
-53,150
| -11% | -$1.72M | 0.94% | 29 |
|
|
2015
Q4 | $15.2M | Sell |
486,305
-72,652
| -13% | -$2.27M | 1.09% | 22 |
|
|
2015
Q3 | $18M | Buy |
558,957
+200,300
| +56% | +$6.44M | 1.38% | 18 |
|
|
2015
Q2 | $12M | Buy |
358,657
+12,578
| +4% | +$420K | 0.79% | 30 |
|
|
2015
Q1 | $10.7M | Sell |
346,079
-150,766
| -30% | -$4.64M | 0.74% | 31 |
|
|
2014
Q4 | $18M | Buy |
496,845
+62,900
| +14% | +$2.27M | 1.21% | 16 |
|
|
2014
Q3 | $15.7M | Sell |
433,945
-168,869
| -28% | -$6.12M | 1.05% | 19 |
|
|
2014
Q2 | $22.1M | Buy |
602,814
+30,239
| +5% | +$1.11M | 1.37% | 15 |
|
|
2014
Q1 | $19.8M | Sell |
572,575
-174,757
| -23% | -$6.05M | 1.3% | 16 |
|
|
2013
Q4 | $26.4M | Sell |
747,332
-3,912
| -0.5% | -$138K | 1.75% | 11 |
|
|
2013
Q3 | $24M | Sell |
751,244
-105,870
| -12% | -$3.39M | 1.75% | 11 |
|
|
2013
Q2 | $25.4M | Buy |
+857,114
| New | +$25.4M | 1.99% | 9 |
|