Running Point Capital Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Hold |
|
|||||
|
2025
Q2 | $392K | Sell |
|
|||||
|
2025
Q1 | $340K | Buy |
|
|||||
|
2024
Q4 | $331K | Hold |
|
|||||
|
2024
Q3 | $323K | Hold |
|
|||||
|
2024
Q2 | $273K | Hold |
|
|||||
|
2024
Q1 | $304K | Buy |
|
|||||
|
2023
Q4 | $283K | Buy |
|
|||||
|
2023
Q3 | $265K | Hold |
|
|||||
|
2023
Q2 | $283K | Hold |
|
|||||
|
2023
Q1 | $254K | Hold |
|
|||||
|
2022
Q4 | $252K | Buy |
|
|||||
|
2022
Q3 | $206K | Sell |
|
|||||
|
2022
Q2 | $246K | Buy |
|
|||||
|
2022
Q1 | $293K | Buy |
|
|||||
|
2021
Q4 | $289K | Buy |
|
|||||
|
2021
Q3 | $266K | Hold |
|
|||||
|
2021
Q2 | $267K | Buy |
|
|||||
|
2021
Q1 | $261K | Hold |
|
|||||
|
2020
Q4 | $229K | Buy |
|