RPCA
Running Point Capital Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
5,901
-36
| -0.6% | -$2.39K | 0.11% | 90 |
|
|
2025
Q1 | $340K | Buy |
5,937
+364
| +7% | +$20.8K | 0.11% | 92 |
|
|
2024
Q4 | $331K | Hold |
5,573
| – | – | 0.11% | 84 |
|
|
2024
Q3 | $323K | Hold |
5,573
| – | – | 0.12% | 75 |
|
|
2024
Q2 | $273K | Hold |
5,573
| – | – | 0.11% | 78 |
|
|
2024
Q1 | $304K | Buy |
5,573
+114
| +2% | +$6.22K | 0.14% | 76 |
|
|
2023
Q4 | $283K | Buy |
5,459
+21
| +0.4% | +$1.09K | 0.14% | 81 |
|
|
2023
Q3 | $265K | Hold |
5,438
| – | – | 0.15% | 80 |
|
|
2023
Q2 | $283K | Hold |
5,438
| – | – | 0.16% | 78 |
|
|
2023
Q1 | $254K | Hold |
5,438
| – | – | 0.15% | 81 |
|
|
2022
Q4 | $252K | Buy |
5,438
+260
| +5% | +$12.1K | 0.16% | 84 |
|
|
2022
Q3 | $206K | Sell |
5,178
-188
| -4% | -$7.48K | 0.14% | 92 |
|
|
2022
Q2 | $246K | Buy |
5,366
+109
| +2% | +$5K | 0.16% | 79 |
|
|
2022
Q1 | $293K | Buy |
5,257
+62
| +1% | +$3.46K | 0.17% | 71 |
|
|
2021
Q4 | $289K | Buy |
5,195
+19
| +0.4% | +$1.06K | 0.17% | 62 |
|
|
2021
Q3 | $266K | Hold |
5,176
| – | – | 0.12% | 89 |
|
|
2021
Q2 | $267K | Buy |
5,176
+19
| +0.4% | +$980 | 0.12% | 83 |
|
|
2021
Q1 | $261K | Hold |
5,157
| – | – | 0.14% | 71 |
|
|
2020
Q4 | $229K | Buy |
+5,157
| New | +$229K | 0.13% | 68 |
|