Raymond James Financial Services Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.23M | Sell |
21,157
-252
| -1% | -$14.6K | ﹤0.01% | 2020 |
|
|
2024
Q2 | $1.05M | Sell |
21,409
-951
| -4% | -$46.6K | ﹤0.01% | 2055 |
|
|
2024
Q1 | $1.22M | Sell |
22,360
-1,033
| -4% | -$56.4K | ﹤0.01% | 1941 |
|
|
2023
Q4 | $1.21M | Buy |
23,393
+593
| +3% | +$30.8K | ﹤0.01% | 1872 |
|
|
2023
Q3 | $1.11M | Sell |
22,800
-1,413
| -6% | -$69K | ﹤0.01% | 1838 |
|
|
2023
Q2 | $1.26M | Sell |
24,213
-1,923
| -7% | -$100K | ﹤0.01% | 1789 |
|
|
2023
Q1 | $1.22M | Buy |
26,136
+3,178
| +14% | +$148K | ﹤0.01% | 1783 |
|
|
2022
Q4 | $1.07M | Sell |
22,958
-3,529
| -13% | -$164K | ﹤0.01% | 1801 |
|
|
2022
Q3 | $1.05M | Sell |
26,487
-1,697
| -6% | -$67.5K | ﹤0.01% | 1772 |
|
|
2022
Q2 | $1.29M | Buy |
28,184
+3,536
| +14% | +$162K | ﹤0.01% | 1679 |
|
|
2022
Q1 | $1.38M | Buy |
24,648
+269
| +1% | +$15K | ﹤0.01% | 1736 |
|
|
2021
Q4 | $1.36M | Buy |
24,379
+1,442
| +6% | +$80.4K | ﹤0.01% | 1773 |
|
|
2021
Q3 | $1.18M | Buy |
22,937
+4,279
| +23% | +$220K | ﹤0.01% | 1843 |
|
|
2021
Q2 | $962K | Buy |
18,658
+3,810
| +26% | +$196K | ﹤0.01% | 1973 |
|
|
2021
Q1 | $751K | Buy |
14,848
+1,324
| +10% | +$67K | ﹤0.01% | 2038 |
|
|
2020
Q4 | $601K | Sell |
13,524
-2,080
| -13% | -$92.4K | ﹤0.01% | 2028 |
|
|
2020
Q3 | $636K | Sell |
15,604
-757
| -5% | -$30.9K | ﹤0.01% | 1821 |
|
|
2020
Q2 | $601K | Sell |
16,361
-3,072
| -16% | -$113K | ﹤0.01% | 1794 |
|
|
2020
Q1 | $625K | Buy |
19,433
+2,447
| +14% | +$78.7K | ﹤0.01% | 1424 |
|
|
2019
Q4 | $774K | Buy |
16,986
+1,124
| +7% | +$51.2K | ﹤0.01% | 1693 |
|
|
2019
Q3 | $710K | Sell |
15,862
-6
| -0% | -$269 | ﹤0.01% | 1681 |
|
|
2019
Q2 | $656K | Buy |
15,868
+524
| +3% | +$21.7K | ﹤0.01% | 1745 |
|
|
2019
Q1 | $590K | Buy |
+15,344
| New | +$590K | ﹤0.01% | 1784 |
|
|
2018
Q4 | – | Sell |
-15,377
| Closed | -$611K | – | 2764 |
|
|
2018
Q3 | $611K | Sell |
15,377
-97
| -0.6% | -$3.85K | ﹤0.01% | 1764 |
|
|
2018
Q2 | $622K | Sell |
15,474
-601
| -4% | -$24.2K | ﹤0.01% | 1725 |
|
|
2018
Q1 | $660K | Sell |
16,075
-356
| -2% | -$14.6K | ﹤0.01% | 1554 |
|
|
2017
Q4 | $678K | Buy |
16,431
+3,390
| +26% | +$140K | ﹤0.01% | 1530 |
|
|
2017
Q3 | $520K | Buy |
13,041
+1,112
| +9% | +$44.3K | ﹤0.01% | 1692 |
|
|
2017
Q2 | $427K | Buy |
11,929
+3,377
| +39% | +$121K | ﹤0.01% | 1775 |
|
|
2017
Q1 | $312K | Sell |
8,552
-1,037
| -11% | -$37.8K | ﹤0.01% | 1875 |
|
|
2016
Q4 | $368K | Buy |
9,589
+102
| +1% | +$3.91K | ﹤0.01% | 1706 |
|
|
2016
Q3 | $308K | Sell |
9,487
-622
| -6% | -$20.2K | ﹤0.01% | 1761 |
|
|
2016
Q2 | $331K | Buy |
10,109
+153
| +2% | +$5.01K | ﹤0.01% | 1656 |
|
|
2016
Q1 | $321K | Sell |
9,956
-1,634
| -14% | -$52.7K | ﹤0.01% | 1507 |
|
|
2015
Q4 | $360K | Buy |
+11,590
| New | +$360K | ﹤0.01% | 1346 |
|