Rockefeller Capital Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-509
| Closed | -$23K | – | 3610 |
|
|
2022
Q4 | $23K | Buy |
509
+4
| +0.8% | +$181 | ﹤0.01% | 2758 |
|
|
2022
Q3 | $20K | Hold |
505
| – | – | ﹤0.01% | 2779 |
|
|
2022
Q2 | $23K | Buy |
+505
| New | +$23K | ﹤0.01% | 2673 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | – | – | 4049 |
|
|
2021
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3978 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$1K | – | 3840 |
|
|
2021
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 3381 |
|
|
2019
Q4 | – | Sell |
-78
| Closed | -$3K | – | 2188 |
|
|
2019
Q3 | $3K | Sell |
78
-147
| -65% | -$5.65K | ﹤0.01% | 1747 |
|
|
2019
Q2 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 1281 |
|