Northwestern Mutual 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 | $1.52M | Sell |
22,823
-3,046
| -12% | -$202K | ﹤0.01% | 1032 |
|
|
2025
Q1 | $1.48M | Buy |
25,869
+1,126
| +5% | +$64.5K | ﹤0.01% | 988 |
|
|
2024
Q4 | $1.47M | Sell |
24,743
-697
| -3% | -$41.4K | ﹤0.01% | 940 |
|
|
2024
Q3 | $1.48M | Sell |
25,440
-8,067
| -24% | -$468K | ﹤0.01% | 935 |
|
|
2024
Q2 | $1.64M | Buy |
33,507
+426
| +1% | +$20.9K | ﹤0.01% | 877 |
|
|
2024
Q1 | $1.81M | Sell |
33,081
-1,796
| -5% | -$98K | ﹤0.01% | 826 |
|
|
2023
Q4 | $1.81M | Buy |
34,877
+4,755
| +16% | +$247K | ﹤0.01% | 795 |
|
|
2023
Q3 | $1.47M | Sell |
30,122
-6,128
| -17% | -$299K | ﹤0.01% | 813 |
|
|
2023
Q2 | $1.89M | Buy |
36,250
+18,299
| +102% | +$954K | ﹤0.01% | 728 |
|
|
2023
Q1 | $838K | Buy |
17,951
+1,597
| +10% | +$74.6K | ﹤0.01% | 947 |
|
|
2022
Q4 | $759K | Sell |
16,354
-337
| -2% | -$15.6K | ﹤0.01% | 955 |
|
|
2022
Q3 | $663K | Sell |
16,691
-11
| -0.1% | -$437 | ﹤0.01% | 948 |
|
|
2022
Q2 | $765K | Buy |
16,702
+746
| +5% | +$34.2K | ﹤0.01% | 899 |
|
|
2022
Q1 | $891K | Buy |
15,956
+2,459
| +18% | +$137K | ﹤0.01% | 890 |
|
|
2021
Q4 | $751K | Sell |
13,497
-3,641
| -21% | -$203K | ﹤0.01% | 924 |
|
|
2021
Q3 | $882K | Buy |
17,138
+778
| +5% | +$40K | ﹤0.01% | 798 |
|
|
2021
Q2 | $844K | Sell |
16,360
-284
| -2% | -$14.7K | ﹤0.01% | 808 |
|
|
2021
Q1 | $841K | Buy |
16,644
+290
| +2% | +$14.7K | ﹤0.01% | 759 |
|
|
2020
Q4 | $727K | Sell |
16,354
-19
| -0.1% | -$845 | ﹤0.01% | 727 |
|
|
2020
Q3 | $667K | Buy |
16,373
+19
| +0.1% | +$774 | ﹤0.01% | 677 |
|
|
2020
Q2 | $601K | Buy |
16,354
+2,737
| +20% | +$101K | ﹤0.01% | 656 |
|
|
2020
Q1 | $437K | Sell |
13,617
-1,256
| -8% | -$40.3K | ﹤0.01% | 677 |
|
|
2019
Q4 | $678K | Sell |
14,873
-299
| -2% | -$13.6K | ﹤0.01% | 614 |
|
|
2019
Q3 | $680K | Buy |
15,172
+1,752
| +13% | +$78.5K | ﹤0.01% | 568 |
|
|
2019
Q2 | $555K | Buy |
13,420
+161
| +1% | +$6.66K | ﹤0.01% | 601 |
|
|
2019
Q1 | $509K | Buy |
13,259
+3,277
| +33% | +$126K | ﹤0.01% | 618 |
|
|
2018
Q4 | $331K | Buy |
9,982
+1,990
| +25% | +$66K | ﹤0.01% | 668 |
|
|
2018
Q3 | $318K | Sell |
7,992
-1,812
| -18% | -$72.1K | ﹤0.01% | 681 |
|
|
2018
Q2 | $394K | Buy |
9,804
+1,330
| +16% | +$53.5K | ﹤0.01% | 590 |
|
|
2018
Q1 | $348K | Buy |
8,474
+6
| +0.1% | +$246 | ﹤0.01% | 594 |
|
|
2017
Q4 | $349K | Buy |
8,468
+7
| +0.1% | +$288 | ﹤0.01% | 585 |
|
|
2017
Q3 | $337K | Sell |
8,461
-144
| -2% | -$5.74K | ﹤0.01% | 565 |
|
|
2017
Q2 | $308K | Sell |
8,605
-529
| -6% | -$18.9K | ﹤0.01% | 583 |
|
|
2017
Q1 | $334K | Buy |
9,134
+1,006
| +12% | +$36.8K | ﹤0.01% | 538 |
|
|
2016
Q4 | $312K | Buy |
+8,128
| New | +$312K | ﹤0.01% | 549 |
|
|
2016
Q3 | – | Sell |
-8,258
| Closed | -$271K | – | 1312 |
|
|
2016
Q2 | $271K | Buy |
8,258
+7
| +0.1% | +$230 | ﹤0.01% | 525 |
|
|
2016
Q1 | $266K | Hold |
8,251
| – | – | ﹤0.01% | 504 |
|
|
2015
Q4 | $257K | Buy |
8,251
+12
| +0.1% | +$374 | 0.01% | 474 |
|
|
2015
Q3 | $266K | Buy |
8,239
+1,061
| +15% | +$34.3K | 0.01% | 445 |
|
|
2015
Q2 | $240K | Buy |
7,178
+250
| +4% | +$8.36K | 0.01% | 433 |
|
|
2015
Q1 | $214K | Hold |
6,928
| – | – | 0.01% | 431 |
|
|
2014
Q4 | $250K | Buy |
+6,928
| New | +$250K | 0.01% | 392 |
|