Private Trust Company’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 | $28.5K | Buy |
429
+243
| +131% | +$16.2K | ﹤0.01% | 1430 |
|
|
2025
Q1 | $10.7K | Hold |
186
| – | – | ﹤0.01% | 1782 |
|
|
2024
Q4 | $11.1K | Buy |
186
+1
| +0.5% | +$59 | ﹤0.01% | 1723 |
|
|
2024
Q3 | $10.7K | Buy |
185
+1
| +0.5% | +$58 | ﹤0.01% | 1691 |
|
|
2024
Q2 | $9K | Buy |
184
+2
| +1% | +$98 | ﹤0.01% | 1721 |
|
|
2024
Q1 | $9.93K | Buy |
182
+1
| +0.6% | +$55 | ﹤0.01% | 1656 |
|
|
2023
Q4 | $9.37K | Buy |
181
+2
| +1% | +$103 | ﹤0.01% | 1676 |
|
|
2023
Q3 | $8.74K | Buy |
179
+1
| +0.6% | +$49 | ﹤0.01% | 1645 |
|
|
2023
Q2 | $9.25K | Buy |
178
+2
| +1% | +$104 | ﹤0.01% | 1649 |
|
|
2023
Q1 | $8.22K | Buy |
176
+1
| +0.6% | +$47 | ﹤0.01% | 1654 |
|
|
2022
Q4 | $8K | Buy |
175
+2
| +1% | +$91 | ﹤0.01% | 1649 |
|
|
2022
Q3 | $7K | Sell |
173
-162
| -48% | -$6.56K | ﹤0.01% | 1585 |
|
|
2022
Q2 | $15K | Buy |
+335
| New | +$15K | ﹤0.01% | 1335 |
|
|
2014
Q4 | – | Sell |
-500
| Closed | -$18K | – | 1039 |
|
|
2014
Q3 | $18K | Hold |
500
| – | – | 0.01% | 898 |
|
|
2014
Q2 | $18K | Hold |
500
| – | – | 0.01% | 865 |
|
|
2014
Q1 | $17K | Hold |
500
| – | – | 0.01% | 790 |
|
|
2013
Q4 | $18K | Hold |
500
| – | – | 0.01% | 752 |
|
|
2013
Q3 | $16K | Hold |
500
| – | – | 0.01% | 738 |
|
|
2013
Q2 | $15K | Buy |
+500
| New | +$15K | 0.01% | 716 |
|