Savant Capital’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
10,512
+3,186
| +43% | +$212K | ﹤0.01% | 944 |
|
|
2025
Q1 | $419K | Buy |
7,326
+342
| +5% | +$19.6K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $414K | Sell |
6,984
-906
| -11% | -$53.8K | ﹤0.01% | 959 |
|
|
2024
Q3 | $458K | Buy |
7,890
+107
| +1% | +$6.21K | ﹤0.01% | 905 |
|
|
2024
Q2 | $381K | Buy |
7,783
+1,545
| +25% | +$75.7K | ﹤0.01% | 890 |
|
|
2024
Q1 | $340K | Hold |
6,238
| – | – | ﹤0.01% | 855 |
|
|
2023
Q4 | $324K | Hold |
6,238
| – | – | ﹤0.01% | 680 |
|
|
2023
Q3 | $304K | Sell |
6,238
-14
| -0.2% | -$683 | ﹤0.01% | 646 |
|
|
2023
Q2 | $326K | Sell |
6,252
-12
| -0.2% | -$625 | 0.01% | 630 |
|
|
2023
Q1 | $293K | Buy |
+6,264
| New | +$293K | 0.01% | 603 |
|