Ray Dalio’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Sell |
327,702
-74,393
| -19% | -$4.94M | 0.09% | 171 |
|
|
2025
Q1 | $23M | Buy |
402,095
+243,293
| +153% | +$13.9M | 0.11% | 163 |
|
|
2024
Q4 | $9.42M | Buy |
158,802
+139,455
| +721% | +$8.28M | 0.04% | 264 |
|
|
2024
Q3 | $1.12M | Buy |
19,347
+6,081
| +46% | +$353K | 0.01% | 584 |
|
|
2024
Q2 | $650K | Buy |
+13,266
| New | +$650K | ﹤0.01% | 723 |
|
|
2020
Q2 | – | Sell |
-203,879
| Closed | -$6.48M | – | 495 |
|
|
2020
Q1 | $6.48M | Sell |
203,879
-4,055
| -2% | -$129K | 0.13% | 46 |
|
|
2019
Q4 | $9.49M | Sell |
207,934
-3,122
| -1% | -$143K | 0.1% | 60 |
|
|
2019
Q3 | $9.44M | Hold |
211,056
| – | – | 0.08% | 105 |
|
|
2019
Q2 | $8.76M | Hold |
211,056
| – | – | 0.07% | 119 |
|
|
2019
Q1 | $8.11M | Sell |
211,056
-45,739
| -18% | -$1.76M | 0.05% | 96 |
|
|
2018
Q4 | $8.52M | Sell |
256,795
-48,010
| -16% | -$1.59M | 0.08% | 124 |
|
|
2018
Q3 | $12.1M | Buy |
304,805
+42,285
| +16% | +$1.68M | 0.13% | 62 |
|
|
2018
Q2 | $10.5M | Buy |
262,520
+182,000
| +226% | +$7.31M | 0.11% | 74 |
|
|
2018
Q1 | $3.3M | Sell |
80,520
-1,609
| -2% | -$66K | 0.03% | 130 |
|
|
2017
Q4 | $3.4M | Sell |
82,129
-51,161
| -38% | -$2.12M | 0.03% | 119 |
|
|
2017
Q3 | $5.3M | Hold |
133,290
| – | – | 0.04% | 109 |
|
|
2017
Q2 | $4.76M | Buy |
+133,290
| New | +$4.76M | 0.04% | 98 |
|
|
2017
Q1 | – | Sell |
-281,200
| Closed | -$10.8M | – | 310 |
|
|
2016
Q4 | $10.8M | Buy |
+281,200
| New | +$10.8M | 0.1% | 66 |
|