Private Advisor Group’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
10,870
+5,796
| +114% | +$385K | ﹤0.01% | 1488 |
|
|
2025
Q1 | $291K | Sell |
5,074
-3,569
| -41% | -$204K | ﹤0.01% | 1895 |
|
|
2024
Q4 | $513K | Buy |
8,643
+181
| +2% | +$10.7K | ﹤0.01% | 1556 |
|
|
2024
Q3 | $491K | Sell |
8,462
-820
| -9% | -$47.6K | ﹤0.01% | 1625 |
|
|
2024
Q2 | $455K | Sell |
9,282
-545
| -6% | -$26.7K | ﹤0.01% | 1614 |
|
|
2024
Q1 | $536K | Buy |
9,827
+68
| +0.7% | +$3.71K | ﹤0.01% | 1471 |
|
|
2023
Q4 | $506K | Sell |
9,759
-20,015
| -67% | -$1.04M | ﹤0.01% | 1464 |
|
|
2023
Q3 | $1.45M | Sell |
29,774
-3,142
| -10% | -$153K | 0.01% | 855 |
|
|
2023
Q2 | $1.73M | Sell |
32,916
-692
| -2% | -$36.3K | 0.02% | 782 |
|
|
2023
Q1 | $1.57M | Buy |
33,608
+5,038
| +18% | +$235K | 0.02% | 804 |
|
|
2022
Q4 | $1.04M | Buy |
28,570
+22,323
| +357% | +$809K | 0.05% | 354 |
|
|
2022
Q3 | $248K | Sell |
6,247
-4,151
| -40% | -$165K | ﹤0.01% | 1579 |
|
|
2022
Q2 | $476K | Sell |
10,398
-70
| -0.7% | -$3.2K | ﹤0.01% | 1439 |
|
|
2022
Q1 | $585K | Buy |
10,468
+83
| +0.8% | +$4.64K | ﹤0.01% | 1350 |
|
|
2021
Q4 | $578K | Sell |
10,385
-5,181
| -33% | -$288K | ﹤0.01% | 1386 |
|
|
2021
Q3 | $801K | Buy |
15,566
+4,836
| +45% | +$249K | 0.01% | 1305 |
|
|
2021
Q2 | $553K | Buy |
10,730
+10
| +0.1% | +$515 | ﹤0.01% | 1340 |
|
|
2021
Q1 | $542K | Buy |
10,720
+2,931
| +38% | +$148K | 0.01% | 1261 |
|
|
2020
Q4 | $346K | Buy |
7,789
+16
| +0.2% | +$711 | ﹤0.01% | 1398 |
|
|
2020
Q3 | $317K | Sell |
7,773
-30
| -0.4% | -$1.22K | ﹤0.01% | 1235 |
|
|
2020
Q2 | $287K | Buy |
+7,803
| New | +$287K | ﹤0.01% | 1225 |
|
|
2020
Q1 | – | Sell |
-10,339
| Closed | -$471K | – | 1614 |
|
|
2019
Q4 | $471K | Buy |
+10,339
| New | +$471K | 0.01% | 1065 |
|
|
2019
Q2 | – | Sell |
-7,835
| Closed | -$301K | – | 1721 |
|
|
2019
Q1 | $301K | Sell |
7,835
-383
| -5% | -$14.7K | 0.01% | 1192 |
|
|
2018
Q4 | $273K | Buy |
8,218
+535
| +7% | +$17.8K | 0.01% | 1055 |
|
|
2018
Q3 | $305K | Buy |
+7,683
| New | +$305K | 0.01% | 1216 |
|
|
2018
Q2 | – | Sell |
-5,453
| Closed | -$224K | – | 1435 |
|
|
2018
Q1 | $224K | Buy |
+5,453
| New | +$224K | 0.01% | 1016 |
|
|
2017
Q4 | – | Sell |
-7,217
| Closed | -$288K | – | 1377 |
|
|
2017
Q3 | $288K | Sell |
7,217
-134
| -2% | -$5.35K | 0.01% | 1168 |
|
|
2017
Q2 | $268K | Sell |
7,351
-911
| -11% | -$33.2K | 0.01% | 1123 |
|
|
2017
Q1 | $294K | Sell |
8,262
-2,787
| -25% | -$99.2K | 0.01% | 1080 |
|
|
2016
Q4 | $438K | Buy |
11,049
+2,597
| +31% | +$103K | 0.01% | 784 |
|
|
2016
Q3 | $274K | Buy |
8,452
+285
| +3% | +$9.24K | 0.01% | 868 |
|
|
2016
Q2 | $257K | Sell |
8,167
-215
| -3% | -$6.77K | 0.01% | 884 |
|
|
2016
Q1 | $271K | Sell |
8,382
-596
| -7% | -$19.3K | 0.01% | 800 |
|
|
2015
Q4 | $280K | Buy |
8,978
+681
| +8% | +$21.2K | 0.01% | 813 |
|
|
2015
Q3 | $267K | Sell |
8,297
-488
| -6% | -$15.7K | 0.01% | 776 |
|
|
2015
Q2 | $293K | Buy |
8,785
+365
| +4% | +$12.2K | 0.01% | 799 |
|
|
2015
Q1 | $260K | Sell |
8,420
-6,276
| -43% | -$194K | 0.02% | 787 |
|
|
2014
Q4 | $530K | Buy |
14,696
+385
| +3% | +$13.9K | 0.03% | 517 |
|
|
2014
Q3 | $519K | Buy |
14,311
+6,133
| +75% | +$222K | 0.04% | 510 |
|
|
2014
Q2 | $300K | Sell |
8,178
-169
| -2% | -$6.2K | 0.03% | 651 |
|
|
2014
Q1 | $289K | Hold |
8,347
| – | – | 0.03% | 584 |
|
|
2013
Q4 | $295K | Buy |
+8,347
| New | +$295K | 0.03% | 532 |
|