PFG Private 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 | – | Sell |
-57
| Closed | -$3.26K | – | 213 |
|
|
2025
Q1 | $3.26K | Hold |
57
| – | – | ﹤0.01% | 199 |
|
|
2024
Q4 | $3.38K | Hold |
57
| – | – | ﹤0.01% | 177 |
|
|
2024
Q3 | $3.31K | Hold |
57
| – | – | ﹤0.01% | 183 |
|
|
2024
Q2 | $2.79K | Hold |
57
| – | – | ﹤0.01% | 189 |
|
|
2024
Q1 | $3.11K | Hold |
57
| – | – | ﹤0.01% | 170 |
|
|
2023
Q4 | $2.96K | Sell |
57
-65
| -53% | -$3.37K | ﹤0.01% | 179 |
|
|
2023
Q3 | $5.95K | Sell |
122
-270
| -69% | -$13.2K | ﹤0.01% | 208 |
|
|
2023
Q2 | $20.4K | Buy |
392
+189
| +93% | +$9.85K | 0.01% | 177 |
|
|
2023
Q1 | $9.48K | Buy |
203
+109
| +116% | +$5.09K | 0.01% | 206 |
|
|
2022
Q4 | $4K | Hold |
94
| – | – | ﹤0.01% | 248 |
|
|
2022
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 233 |
|
|
2022
Q2 | $4K | Buy |
94
+42
| +81% | +$1.79K | ﹤0.01% | 243 |
|
|
2022
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 264 |
|
|
2021
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 273 |
|
|
2021
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 266 |
|