Pinnacle Associates’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 | $376K | Hold |
5,658
| – | – | 0.01% | 687 |
|
|
2025
Q1 | $324K | Hold |
5,658
| – | – | ﹤0.01% | 699 |
|
|
2024
Q4 | $336K | Sell |
5,658
-495
| -8% | -$29.4K | ﹤0.01% | 689 |
|
|
2024
Q3 | $319K | Hold |
6,153
| – | – | 0.01% | 661 |
|
|
2024
Q2 | $301K | Sell |
6,153
-13
| -0.2% | -$637 | ﹤0.01% | 689 |
|
|
2024
Q1 | $337K | Buy |
6,166
+13
| +0.2% | +$710 | 0.01% | 671 |
|
|
2023
Q4 | $319K | Hold |
6,153
| – | – | 0.01% | 671 |
|
|
2023
Q3 | $300K | Hold |
6,153
| – | – | 0.01% | 674 |
|
|
2023
Q2 | $321K | Hold |
6,153
| – | – | 0.01% | 659 |
|
|
2023
Q1 | $287K | Hold |
6,153
| – | – | 0.01% | 632 |
|
|
2022
Q4 | $286K | Hold |
6,153
| – | – | 0.01% | 623 |
|
|
2022
Q3 | $245K | Hold |
6,153
| – | – | 0.01% | 650 |
|
|
2022
Q2 | $282K | Hold |
6,153
| – | – | 0.01% | 625 |
|
|
2022
Q1 | $344K | Hold |
6,153
| – | – | 0.01% | 633 |
|
|
2021
Q4 | $343K | Hold |
6,153
| – | – | 0.01% | 639 |
|
|
2021
Q3 | $317K | Hold |
6,153
| – | – | 0.01% | 633 |
|
|
2021
Q2 | $317K | Hold |
6,153
| – | – | 0.01% | 639 |
|
|
2021
Q1 | $311K | Hold |
6,153
| – | – | 0.01% | 614 |
|
|
2020
Q4 | $274K | Hold |
6,153
| – | – | 0.01% | 611 |
|
|
2020
Q3 | $251K | Hold |
6,153
| – | – | 0.01% | 598 |
|
|
2020
Q2 | $226K | Buy |
+6,153
| New | +$226K | 0.01% | 607 |
|
|
2020
Q1 | – | Sell |
-6,153
| Closed | -$280K | – | 712 |
|
|
2019
Q4 | $280K | Hold |
6,153
| – | – | 0.01% | 612 |
|
|
2019
Q3 | $276K | Hold |
6,153
| – | – | 0.01% | 617 |
|
|
2019
Q2 | $254K | Hold |
6,153
| – | – | 0.01% | 622 |
|
|
2019
Q1 | $236K | Hold |
6,153
| – | – | 0.01% | 644 |
|
|
2018
Q4 | $204K | Hold |
6,153
| – | – | 0.01% | 646 |
|
|
2018
Q3 | $245K | Buy |
6,153
+495
| +9% | +$19.7K | 0.01% | 641 |
|
|
2018
Q2 | $227K | Hold |
5,658
| – | – | ﹤0.01% | 646 |
|
|
2018
Q1 | $233K | Hold |
5,658
| – | – | ﹤0.01% | 613 |
|
|
2017
Q4 | $234K | Hold |
5,658
| – | – | ﹤0.01% | 617 |
|
|
2017
Q3 | $225K | Buy |
+5,658
| New | +$225K | ﹤0.01% | 617 |
|
|
2017
Q2 | – | Sell |
-5,483
| Closed | -$200K | – | 687 |
|
|
2017
Q1 | $200K | Sell |
5,483
-62,364
| -92% | -$2.27M | ﹤0.01% | 632 |
|
|
2016
Q4 | $2.61M | Sell |
67,847
-1,400
| -2% | -$53.8K | 0.05% | 279 |
|
|
2016
Q3 | $2.25M | Sell |
69,247
-1,750
| -2% | -$56.9K | 0.05% | 290 |
|
|
2016
Q2 | $2.33M | Sell |
70,997
-1,675
| -2% | -$55K | 0.05% | 280 |
|
|
2016
Q1 | $2.35M | Sell |
72,672
-715
| -1% | -$23.1K | 0.05% | 269 |
|
|
2015
Q4 | $2.29M | Hold |
73,387
| – | – | 0.05% | 264 |
|
|
2015
Q3 | $2.37M | Sell |
73,387
-1,460
| -2% | -$47.1K | 0.05% | 267 |
|
|
2015
Q2 | $2.5M | Sell |
74,847
-1,920
| -3% | -$64.1K | 0.05% | 274 |
|
|
2015
Q1 | $2.37M | Sell |
76,767
-2,735
| -3% | -$84.3K | 0.04% | 268 |
|
|
2014
Q4 | $2.87M | Hold |
79,502
| – | – | 0.06% | 252 |
|
|
2014
Q3 | $2.88M | Sell |
79,502
-150
| -0.2% | -$5.44K | 0.06% | 248 |
|
|
2014
Q2 | $2.92M | Sell |
79,652
-1,410
| -2% | -$51.8K | 0.06% | 244 |
|
|
2014
Q1 | $2.81M | Hold |
81,062
| – | – | 0.05% | 242 |
|
|
2013
Q4 | $2.86M | Sell |
81,062
-3,071
| -4% | -$109K | 0.06% | 246 |
|
|
2013
Q3 | $2.69M | Sell |
84,133
-2,500
| -3% | -$79.9K | 0.06% | 245 |
|
|
2013
Q2 | $2.57M | Buy |
+86,633
| New | +$2.57M | 0.06% | 245 |
|