PDS Planning’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 | $433K | Buy |
6,513
+234
| +4% | +$15.5K | 0.03% | 265 |
|
|
2025
Q1 | $360K | Buy |
6,279
+761
| +14% | +$43.6K | 0.03% | 280 |
|
|
2024
Q4 | $327K | Buy |
5,518
+70
| +1% | +$4.15K | 0.03% | 271 |
|
|
2024
Q3 | $316K | Buy |
5,448
+555
| +11% | +$32.2K | 0.03% | 280 |
|
|
2024
Q2 | $240K | Sell |
4,893
-352
| -7% | -$17.2K | 0.02% | 321 |
|
|
2024
Q1 | $286K | Buy |
5,245
+308
| +6% | +$16.8K | 0.03% | 273 |
|
|
2023
Q4 | $256K | Buy |
4,937
+108
| +2% | +$5.6K | 0.03% | 272 |
|
|
2023
Q3 | $236K | Buy |
4,829
+170
| +4% | +$8.3K | 0.03% | 259 |
|
|
2023
Q2 | $243K | Buy |
+4,659
| New | +$243K | 0.03% | 256 |
|