Salem Investment Counselors’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
Q1 | – | Sell |
-480
| Closed | -$24.9K | – | 1223 |
|
|
2023
Q4 | $24.9K | Hold |
480
| – | – | ﹤0.01% | 662 |
|
|
2023
Q3 | $23.4K | Hold |
480
| – | – | ﹤0.01% | 651 |
|
|
2023
Q2 | $25K | Buy |
+480
| New | +$25K | ﹤0.01% | 654 |
|
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$154K | – | 1104 |
|
|
2021
Q3 | $154K | Hold |
3,000
| – | – | 0.01% | 363 |
|
|
2021
Q2 | $155K | Hold |
3,000
| – | – | 0.01% | 357 |
|
|
2021
Q1 | $152K | Hold |
3,000
| – | – | 0.01% | 318 |
|
|
2020
Q4 | $133K | Hold |
3,000
| – | – | 0.01% | 316 |
|
|
2020
Q3 | $122K | Hold |
3,000
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $110K | Hold |
3,000
| – | – | 0.01% | 292 |
|
|
2020
Q1 | $96K | Hold |
3,000
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $137K | Hold |
3,000
| – | – | 0.01% | 276 |
|
|
2019
Q3 | $134K | Hold |
3,000
| – | – | 0.01% | 276 |
|
|
2019
Q2 | $124K | Hold |
3,000
| – | – | 0.01% | 279 |
|
|
2019
Q1 | $119K | Buy |
+3,000
| New | +$119K | 0.01% | 229 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$119K | – | 356 |
|
|
2018
Q3 | $119K | Hold |
3,000
| – | – | 0.01% | 229 |
|
|
2018
Q2 | $120K | Hold |
3,000
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $122K | Hold |
3,000
| – | – | 0.01% | 219 |
|
|
2017
Q4 | $124K | Buy |
+3,000
| New | +$124K | 0.01% | 227 |
|